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 | $78,502 | $89,753-12.5% | $107,525-27.0% | $84,808-7.4% |
| Participation rate | 59.5% | 68.1%-8.6pp | 75.1%-15.6pp | 68.3%-8.9pp |
| Annual return | 7.98% | 29.48%-21.5pp | 181.32%-173.3pp | 40.90%-32.9pp |
| Employer contribution / active EE | $683 | $3,113-78.1% | $3,754-81.8% | $2,631-74.0% |
| Participant deferral / active EE | $3,400 | $4,056-16.2% | $5,116-33.5% | $4,212-19.3% |
| Admin fee / account holder | $9,909 | $7,222+37.2% | $8,919+11.1% | $7,344+34.9% |