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 8-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 | $98,543 | $148,534-33.7% | $135,903-27.5% | $139,434-29.3% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 6.05% | 79.19%-73.1pp | 68.23%-62.2pp | 372.94%-366.9pp |
| Employer contribution / active EE | $799 | $5,243-84.8% | $4,856-83.5% | $4,751-83.2% |
| Participant deferral / active EE | $8,000 | $8,100-1.2% | $7,758+3.1% | $6,710+19.2% |
| Admin fee / account holder | $326,859 | $12,400+2536.0% | $10,762+2937.1% | $11,403+2766.6% |