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 | $93,633 | $109,881-14.8% | $150,045-37.6% | $84,808+10.4% |
| Participation rate | 66.7% | 76.1%-9.4pp | 82.3%-15.7pp | 68.3%-1.6pp |
| Annual return | 12.32% | 28.25%-15.9pp | 62.55%-50.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $515 | $3,561-85.6% | $4,693-89.0% | $2,631-80.4% |
| Participant deferral / active EE | $3,935 | $6,636-40.7% | $7,997-50.8% | $4,212-6.6% |
| Admin fee / account holder | $19,724 | $8,568+130.2% | $13,435+46.8% | $7,344+168.6% |