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 | $26,087 | $46,869-44.3% | $122,332-78.7% | $70,131-62.8% |
| Participation rate | 36.4% | 58.2%-21.8pp | 71.6%-35.3pp | 69.5%-33.2pp |
| Annual return | 12.63% | 24.22%-11.6pp | 30.27%-17.6pp | 73.14%-60.5pp |
| Employer contribution / active EE | $337 | $1,288-73.8% | $4,050-91.7% | $2,342-85.6% |
| Participant deferral / active EE | $642 | $2,166-70.4% | $3,287-80.5% | $3,332-80.7% |
| Admin fee / account holder | $812 | $3,322-75.6% | $5,478-85.2% | $4,645-82.5% |