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 | $21,244 | $84,233-74.8% | $170,442-87.5% | $70,131-69.7% |
| Participation rate | 42.5% | 70.8%-28.3pp | 83.6%-41.1pp | 69.5%-27.0pp |
| Annual return | 11.74% | 23.06%-11.3pp | 205.93%-194.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $303 | $3,387-91.1% | $5,433-94.4% | $2,342-87.1% |
| Participant deferral / active EE | $1,197 | $3,086-61.2% | $4,939-75.8% | $3,332-64.1% |
| Admin fee / account holder | $1,974 | $5,698-65.4% | $13,880-85.8% | $4,645-57.5% |