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 | $77,658 | $168,632-53.9% | $147,614-47.4% | $125,391-38.1% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -4.20% | 77.65%-81.8pp | 61.98%-66.2pp | 282.22%-286.4pp |
| Employer contribution / active EE | $325 | $6,252-94.8% | $5,564-94.2% | $4,866-93.3% |
| Participant deferral / active EE | $2,556 | $5,507-53.6% | $4,895-47.8% | $5,352-52.2% |
| Admin fee / account holder | $803 | $13,580-94.1% | $11,611-93.1% | $9,540-91.6% |