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 7-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 | $14,143 | $111,754-87.3% | $103,333-86.3% | $145,922-90.3% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 7.03% | 24.77%-17.7pp | 24.88%-17.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $396 | $4,212-90.6% | $3,868-89.8% | $4,660-91.5% |
| Participant deferral / active EE | $3,696 | $5,619-34.2% | $5,057-26.9% | $6,688-44.7% |
| Admin fee / account holder | $5,087 | $9,750-47.8% | $8,355-39.1% | $13,397-62.0% |