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 | $54,853 | $60,892-9.9% | $82,389-33.4% | $84,808-35.3% |
| Participation rate | 42.3% | 63.3%-21.0pp | 69.5%-27.2pp | 68.3%-26.0pp |
| Annual return | 12.45% | 37.29%-24.8pp | 28.67%-16.2pp | 40.90%-28.4pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,414 | $3,179-24.0% | $4,155-41.9% | $4,212-42.7% |
| Admin fee / account holder | $11,469 | $5,467+109.8% | $7,231+58.6% | $7,344+56.2% |