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 | $15,417 | $81,248-81.0% | $155,509-90.1% | $80,856-80.9% |
| Participation rate | 47.0% | 66.2%-19.3pp | 78.2%-31.2pp | 67.6%-20.7pp |
| Annual return | 9.61% | 33.31%-23.7pp | 64.67%-55.1pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2 | $3,100-99.9% | $4,672-100.0% | $2,755-99.9% |
| Participant deferral / active EE | $2,081 | $3,452-39.7% | $5,626-63.0% | $4,296-51.6% |
| Admin fee / account holder | $4,389 | $7,997-45.1% | $15,912-72.4% | $6,918-36.6% |