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.
Participant 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 | $101,990 | $95,803+6.5% | $113,168-9.9% | $84,808+20.3% |
| Participation rate | 41.2% | 72.9%-31.7pp | 76.6%-35.4pp | 68.3%-27.1pp |
| Annual return | 12.04% | 25.00%-13.0pp | 24.27%-12.2pp | 40.90%-28.9pp |
| Employer contribution / active EE | $912 | $2,360-61.4% | $2,975-69.4% | $2,631-65.4% |
| Participant deferral / active EE | $1,654 | $4,242-61.0% | $5,107-67.6% | $4,212-60.7% |
| Admin fee / account holder | $13,012 | $8,989+44.8% | $12,068+7.8% | $7,344+77.2% |