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 | $76,959 | $60,892+26.4% | $82,389-6.6% | $84,808-9.3% |
| Participation rate | 20.9% | 63.3%-42.4pp | 69.5%-48.7pp | 68.3%-47.4pp |
| Annual return | 11.02% | 37.29%-26.3pp | 28.67%-17.7pp | 40.90%-29.9pp |
| Employer contribution / active EE | $403 | $1,779-77.4% | $2,517-84.0% | $2,631-84.7% |
| Participant deferral / active EE | $721 | $3,179-77.3% | $4,155-82.6% | $4,212-82.9% |
| Admin fee / account holder | $758 | $5,467-86.1% | $7,231-89.5% | $7,344-89.7% |