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 | $76,017 | $48,795+55.8% | $65,493+16.1% | $84,808-10.4% |
| Participation rate | 22.0% | 67.0%-45.0pp | 73.1%-51.1pp | 68.3%-46.3pp |
| Annual return | 6.93% | 20.20%-13.3pp | 982.45%-975.5pp | 40.90%-34.0pp |
| Employer contribution / active EE | $159 | $1,930-91.7% | $2,574-93.8% | $2,631-93.9% |
| Participant deferral / active EE | $1,238 | $2,928-57.7% | $3,961-68.7% | $4,212-70.6% |
| Admin fee / account holder | $3,326 | $3,877-14.2% | $5,028-33.8% | $7,344-54.7% |