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 | $96,346 | $95,803+0.6% | $113,168-14.9% | $84,808+13.6% |
| Participation rate | 19.6% | 72.9%-53.3pp | 76.6%-57.0pp | 68.3%-48.7pp |
| Annual return | 9.74% | 25.00%-15.3pp | 24.27%-14.5pp | 40.90%-31.2pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,090 | $4,242-74.3% | $5,107-78.7% | $4,212-74.1% |
| Admin fee / account holder | $4,029 | $8,989-55.2% | $12,068-66.6% | $7,344-45.1% |