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 | $52,317 | $100,754-48.1% | $86,677-39.6% | $134,475-61.1% |
| Participation rate | 64.3% | 78.9%-14.6pp | 76.6%-12.3pp | 81.2%-16.9pp |
| Annual return | -24.70% | 29.04%-53.7pp | 35.91%-60.6pp | 417.96%-442.7pp |
| Employer contribution / active EE | $554 | $3,489-84.1% | $2,836-80.5% | $4,740-88.3% |
| Participant deferral / active EE | $3,521 | $5,338-34.0% | $4,656-24.4% | $6,400-45.0% |
| Admin fee / account holder | $1,142 | $10,926-89.5% | $7,493-84.8% | $11,426-90.0% |