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 | $42,626 | $80,968-47.4% | $96,544-55.8% | $75,163-43.3% |
| Participation rate | 45.9% | 71.8%-25.8pp | 76.0%-30.0pp | 67.2%-21.2pp |
| Annual return | 11.27% | 27.06%-15.8pp | 25.84%-14.6pp | 160.62%-149.4pp |
| Employer contribution / active EE | $324 | $2,282-85.8% | $2,965-89.1% | $2,670-87.9% |
| Participant deferral / active EE | $2,118 | $3,928-46.1% | $4,851-56.3% | $4,125-48.7% |
| Admin fee / account holder | $6,524 | $6,724-3.0% | $8,252-20.9% | $5,651+15.4% |