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 | $62,003 | $63,346-2.1% | $92,233-32.8% | $70,131-11.6% |
| Participation rate | 62.5% | 68.7%-6.2pp | 76.5%-14.0pp | 69.5%-7.0pp |
| Annual return | 10.31% | 530.12%-519.8pp | 176.28%-166.0pp | 73.14%-62.8pp |
| Employer contribution / active EE | $293 | $2,471-88.2% | $3,679-92.0% | $2,342-87.5% |
| Participant deferral / active EE | $2,088 | $2,854-26.8% | $3,897-46.4% | $3,332-37.3% |
| Admin fee / account holder | $2,122 | $3,840-44.8% | $5,194-59.1% | $4,645-54.3% |