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 | $72,940 | $101,724-28.3% | $164,813-55.7% | $80,856-9.8% |
| Participation rate | 56.0% | 71.8%-15.8pp | 78.6%-22.6pp | 67.6%-11.6pp |
| Annual return | 9.15% | 16.72%-7.6pp | 69.93%-60.8pp | 35.59%-26.4pp |
| Employer contribution / active EE | $371 | $2,953-87.5% | $4,341-91.5% | $2,755-86.5% |
| Participant deferral / active EE | $3,135 | $4,477-30.0% | $6,031-48.0% | $4,296-27.0% |
| Admin fee / account holder | $10,084 | $8,227+22.6% | $12,690-20.5% | $6,918+45.8% |