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 | $20,399 | $114,381-82.2% | $107,525-81.0% | $142,382-85.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 8.73% | 242.71%-234.0pp | 181.32%-172.6pp | 217.08%-208.3pp |
| Employer contribution / active EE | $812 | $4,015-79.8% | $3,754-78.4% | $4,299-81.1% |
| Participant deferral / active EE | $1,818 | $5,564-67.3% | $5,116-64.5% | $6,507-72.1% |
| Admin fee / account holder | $4,083 | $9,860-58.6% | $8,919-54.2% | $12,624-67.7% |