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 | $76,602 | $62,672+22.2% | $185,117-58.6% | $70,131+9.2% |
| Participation rate | 29.4% | 63.8%-34.4pp | 77.3%-47.9pp | 69.5%-40.1pp |
| Annual return | 13.12% | 40.79%-27.7pp | 40.50%-27.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,283 | $3,272-60.8% | $5,045-74.6% | $3,332-61.5% |
| Admin fee / account holder | $485 | $3,932-87.7% | $8,159-94.1% | $4,645-89.6% |