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 | $95,442 | $99,985-4.5% | $146,665-34.9% | $85,850+11.2% |
| Participation rate | 28.9% | 73.1%-44.1pp | 80.1%-51.1pp | 69.3%-40.4pp |
| Annual return | 10.40% | 18.93%-8.5pp | 22.74%-12.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $921 | $4,006-77.0% | $5,506-83.3% | $3,952-76.7% |
| Admin fee / account holder | $5,733 | $7,702-25.6% | $10,280-44.2% | $6,260-8.4% |