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 | $130,867 | $115,770+13.0% | $101,248+29.3% | $158,922-17.7% |
| Participation rate | 15.4% | 79.4%-64.0pp | 75.8%-60.4pp | 82.0%-66.6pp |
| Annual return | 3.66% | 56.14%-52.5pp | 46.47%-42.8pp | 302.83%-299.2pp |
| Employer contribution / active EE | $3 | $4,175-99.9% | $3,660-99.9% | $4,761-99.9% |
| Participant deferral / active EE | $4,013 | $4,957-19.1% | $4,370-8.2% | $5,982-32.9% |
| Admin fee / account holder | $1,022 | $7,245-85.9% | $5,945-82.8% | $11,246-90.9% |