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 | $100,394 | $89,753+11.9% | $107,525-6.6% | $84,808+18.4% |
| Participation rate | 56.4% | 68.1%-11.7pp | 75.1%-18.7pp | 68.3%-11.9pp |
| Annual return | 10.96% | 29.48%-18.5pp | 181.32%-170.4pp | 40.90%-29.9pp |
| Employer contribution / active EE | $663 | $3,113-78.7% | $3,754-82.3% | $2,631-74.8% |
| Participant deferral / active EE | $2,623 | $4,056-35.3% | $5,116-48.7% | $4,212-37.7% |
| Admin fee / account holder | $5,807 | $7,222-19.6% | $8,919-34.9% | $7,344-20.9% |