See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,877 | $162,781-15.9% | $133,956+2.2% | $158,922-13.9% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | -5.64% | 41.94%-47.6pp | 45.09%-50.7pp | 302.83%-308.5pp |
| Employer contribution / active EE | $550 | $4,975-88.9% | $3,919-86.0% | $4,761-88.4% |
| Participant deferral / active EE | $3,515 | $5,911-40.5% | $5,048-30.4% | $5,982-41.2% |
| Admin fee / account holder | $1,238 | $11,736-89.5% | $8,927-86.1% | $11,246-89.0% |