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 | $98,995 | $74,927+32.1% | $101,794-2.7% | $84,808+16.7% |
| Participation rate | 25.6% | 61.4%-35.8pp | 69.2%-43.5pp | 68.3%-42.7pp |
| Annual return | 9.32% | 18.70%-9.4pp | 30.53%-21.2pp | 40.90%-31.6pp |
| Employer contribution / active EE | $173 | $1,522-88.6% | $2,289-92.4% | $2,631-93.4% |
| Participant deferral / active EE | $2,676 | $3,099-13.7% | $4,084-34.5% | $4,212-36.5% |
| Admin fee / account holder | $7,108 | $6,514+9.1% | $8,777-19.0% | $7,344-3.2% |