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 | $12,861 | $77,899-83.5% | $149,673-91.4% | $75,163-82.9% |
| Participation rate | 41.4% | 65.6%-24.2pp | 78.8%-37.3pp | 67.2%-25.8pp |
| Annual return | 11.55% | 31.72%-20.2pp | 134.42%-122.9pp | 160.62%-149.1pp |
| Employer contribution / active EE | $2 | $3,137-99.9% | $4,818-100.0% | $2,670-99.9% |
| Participant deferral / active EE | $1,702 | $3,411-50.1% | $5,680-70.0% | $4,125-58.7% |
| Admin fee / account holder | $3,190 | $5,956-46.5% | $13,210-75.9% | $5,651-43.6% |