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 | $147,786 | $72,277+104.5% | $101,248+46.0% | $79,858+85.1% |
| Participation rate | 29.0% | 68.5%-39.4pp | 75.8%-46.8pp | 69.6%-40.6pp |
| Annual return | 8.22% | 22.30%-14.1pp | 46.47%-38.3pp | 31.71%-23.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,914 | $3,282-41.7% | $4,370-56.2% | $3,740-48.8% |
| Admin fee / account holder | $3,504 | $4,400-20.4% | $5,945-41.1% | $5,306-34.0% |