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 | $31,677 | $74,888-57.7% | $71,209-55.5% | $142,382-77.8% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.1%-25.6pp |
| Annual return | 12.43% | 345.14%-332.7pp | 282.51%-270.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $306 | $2,854-89.3% | $2,721-88.7% | $4,299-92.9% |
| Participant deferral / active EE | $1,573 | $4,454-64.7% | $4,175-62.3% | $6,507-75.8% |
| Admin fee / account holder | $2,387 | $5,568-57.1% | $5,349-55.4% | $12,624-81.1% |