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 | $92,422 | $114,381-19.2% | $107,525-14.0% | $142,382-35.1% |
| Participation rate | 46.2% | 78.1%-32.0pp | 75.1%-28.9pp | 80.1%-34.0pp |
| Annual return | 11.21% | 242.71%-231.5pp | 181.32%-170.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $150 | $4,015-96.3% | $3,754-96.0% | $4,299-96.5% |
| Participant deferral / active EE | $3,745 | $5,564-32.7% | $5,116-26.8% | $6,507-42.4% |
| Admin fee / account holder | $810 | $9,860-91.8% | $8,919-90.9% | $12,624-93.6% |