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.
Participant 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 | $130,924 | $109,881+19.2% | $150,045-12.7% | $84,808+54.4% |
| Participation rate | 22.6% | 76.1%-53.5pp | 82.3%-59.7pp | 68.3%-45.7pp |
| Annual return | 10.78% | 28.25%-17.5pp | 62.55%-51.8pp | 40.90%-30.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $746 | $6,636-88.8% | $7,997-90.7% | $4,212-82.3% |
| Admin fee / account holder | $6,479 | $8,568-24.4% | $13,435-51.8% | $7,344-11.8% |