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 | $137,304 | $81,460+68.6% | $103,333+32.9% | $80,856+69.8% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 4.28% | 25.55%-21.3pp | 24.88%-20.6pp | 35.59%-31.3pp |
| Employer contribution / active EE | $333 | $3,105-89.3% | $3,868-91.4% | $2,755-87.9% |
| Participant deferral / active EE | $2,235 | $3,869-42.2% | $5,057-55.8% | $4,296-48.0% |
| Admin fee / account holder | $8,641 | $6,566+31.6% | $8,355+3.4% | $6,918+24.9% |