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 | $139,848 | $159,602-12.4% | $150,045-6.8% | $142,382-1.8% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.3%-36.9pp | 80.1%-34.7pp |
| Annual return | 1.13% | 70.24%-69.1pp | 62.55%-61.4pp | 217.08%-215.9pp |
| Employer contribution / active EE | $210 | $4,961-95.8% | $4,693-95.5% | $4,299-95.1% |
| Participant deferral / active EE | $3,715 | $8,310-55.3% | $7,997-53.5% | $6,507-42.9% |
| Admin fee / account holder | $17,152 | $14,846+15.5% | $13,435+27.7% | $12,624+35.9% |