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 | $23,187 | $81,460-71.5% | $103,333-77.6% | $80,856-71.3% |
| Participation rate | 68.4% | 66.8%+1.6pp | 74.5%-6.1pp | 67.6%+0.8pp |
| Annual return | 9.25% | 25.55%-16.3pp | 24.88%-15.6pp | 35.59%-26.3pp |
| Employer contribution / active EE | $4,505 | $3,105+45.1% | $3,868+16.5% | $2,755+63.5% |
| Participant deferral / active EE | $1,419 | $3,869-63.3% | $5,057-71.9% | $4,296-67.0% |
| Admin fee / account holder | $3,708 | $6,566-43.5% | $8,355-55.6% | $6,918-46.4% |