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 | $63,221 | $80,717-21.7% | $154,803-59.2% | $84,808-25.5% |
| Participation rate | 15.6% | 66.8%-51.3pp | 78.1%-62.5pp | 68.3%-52.8pp |
| Annual return | 12.04% | 37.96%-25.9pp | 58.88%-46.8pp | 40.90%-28.9pp |
| Employer contribution / active EE | $328 | $2,761-88.1% | $4,305-92.4% | $2,631-87.5% |
| Participant deferral / active EE | $1,199 | $3,303-63.7% | $5,540-78.4% | $4,212-71.5% |
| Admin fee / account holder | $448 | $6,746-93.4% | $14,329-96.9% | $7,344-93.9% |