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 4-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 | $22,265 | $46,553-52.2% | $64,056-65.2% | $75,163-70.4% |
| Participation rate | 46.2% | 65.9%-19.8pp | 72.3%-26.1pp | 67.2%-21.0pp |
| Annual return | 5.83% | 26.03%-20.2pp | 33.69%-27.9pp | 160.62%-154.8pp |
| Employer contribution / active EE | $236 | $1,974-88.1% | $2,747-91.4% | $2,670-91.2% |
| Participant deferral / active EE | $1,422 | $2,837-49.9% | $3,880-63.3% | $4,125-65.5% |
| Admin fee / account holder | $1,335 | $2,952-54.8% | $3,068-56.5% | $5,651-76.4% |