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 | $132,391 | $91,538+44.6% | $129,995+1.8% | $75,163+76.1% |
| Participation rate | 63.4% | 71.4%-8.0pp | 78.5%-15.1pp | 67.2%-3.8pp |
| Annual return | 11.30% | -631.11%+642.4pp | -137.18%+148.5pp | 160.62%-149.3pp |
| Employer contribution / active EE | $512 | $2,845-82.0% | $4,320-88.1% | $2,670-80.8% |
| Participant deferral / active EE | $3,960 | $4,341-8.8% | $5,820-32.0% | $4,125-4.0% |
| Admin fee / account holder | $11,021 | $6,790+62.3% | $10,614+3.8% | $5,651+95.0% |