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 | $72,633 | $95,803-24.2% | $113,168-35.8% | $84,808-14.4% |
| Participation rate | 51.1% | 72.9%-21.8pp | 76.6%-25.5pp | 68.3%-17.2pp |
| Annual return | 11.42% | 25.00%-13.6pp | 24.27%-12.8pp | 40.90%-29.5pp |
| Employer contribution / active EE | $693 | $2,360-70.6% | $2,975-76.7% | $2,631-73.7% |
| Participant deferral / active EE | $2,896 | $4,242-31.7% | $5,107-43.3% | $4,212-31.2% |
| Admin fee / account holder | $640 | $8,989-92.9% | $12,068-94.7% | $7,344-91.3% |