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.
Participant 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 | $89,842 | $76,367+17.6% | $93,606-4.0% | $72,985+23.1% |
| Participation rate | 36.2% | 71.7%-35.5pp | 75.8%-39.6pp | 69.5%-33.3pp |
| Annual return | 3.78% | 25.82%-22.0pp | 32.76%-29.0pp | 81.00%-77.2pp |
| Employer contribution / active EE | $785 | $2,275-65.5% | $2,718-71.1% | $2,440-67.8% |
| Participant deferral / active EE | $1,140 | $3,538-67.8% | $4,069-72.0% | $3,607-68.4% |
| Admin fee / account holder | $4,100 | $6,838-40.0% | $7,888-48.0% | $5,124-20.0% |