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.
Participant 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 | $84,131 | $51,576+63.1% | $129,207-34.9% | $80,856+4.0% |
| Participation rate | 25.6% | 57.0%-31.4pp | 69.6%-44.1pp | 67.6%-42.1pp |
| Annual return | 8.46% | 20.81%-12.3pp | 9417.33%-9408.9pp | 35.59%-27.1pp |
| Employer contribution / active EE | $423 | $1,584-73.3% | $4,153-89.8% | $2,755-84.6% |
| Participant deferral / active EE | $637 | $2,669-76.1% | $4,168-84.7% | $4,296-85.2% |
| Admin fee / account holder | $1,030 | $4,305-76.1% | $7,715-86.6% | $6,918-85.1% |