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 | $98,516 | $159,901-38.4% | $146,958-33.0% | $145,922-32.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 7.99% | 98.13%-90.1pp | 418.34%-410.3pp | 561.29%-553.3pp |
| Employer contribution / active EE | $899 | $5,286-83.0% | $4,933-81.8% | $4,660-80.7% |
| Participant deferral / active EE | $3,307 | $8,428-60.8% | $8,070-59.0% | $6,688-50.6% |
| Admin fee / account holder | $1,249 | $15,044-91.7% | $12,998-90.4% | $13,397-90.7% |