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 | $68,667 | $55,706+23.3% | $75,886-9.5% | $72,985-5.9% |
| Participation rate | 30.8% | 61.1%-30.4pp | 69.3%-38.5pp | 69.5%-38.7pp |
| Annual return | 14.92% | 27.59%-12.7pp | 30.76%-15.8pp | 81.00%-66.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,475 | $2,634+31.9% | $3,603-3.6% | $3,607-3.7% |
| Admin fee / account holder | $4,170 | $3,978+4.8% | $5,418-23.0% | $5,124-18.6% |