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 | $62,757 | $61,272+2.4% | $149,673-58.1% | $71,457-12.2% |
| Participation rate | 33.6% | 62.5%-28.9pp | 78.8%-45.1pp | 67.9%-34.3pp |
| Annual return | 11.83% | 35.85%-24.0pp | 134.42%-122.6pp | 28.85%-17.0pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,699 | $2,917-41.7% | $5,680-70.1% | $4,289-60.4% |
| Admin fee / account holder | $860 | $1,261-31.8% | $13,210-93.5% | $1,587-45.8% |