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 | $92,958 | $78,422+18.5% | $95,952-3.1% | $79,858+16.4% |
| Participation rate | 64.3% | 73.5%-9.2pp | 77.1%-12.8pp | 69.6%-5.3pp |
| Annual return | 10.05% | 19.37%-9.3pp | 91.61%-81.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $454 | $1,945-76.7% | $2,541-82.1% | $2,471-81.6% |
| Participant deferral / active EE | $2,696 | $3,440-21.6% | $4,167-35.3% | $3,740-27.9% |
| Admin fee / account holder | $13,533 | $5,622+140.7% | $6,795+99.2% | $5,306+155.0% |