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 | $79,153 | $86,929-8.9% | $102,423-22.7% | $80,856-2.1% |
| Participation rate | 34.2% | 72.4%-38.1pp | 76.5%-42.2pp | 67.6%-33.4pp |
| Annual return | 9.84% | 18.88%-9.0pp | 29.32%-19.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $970 | $2,369-59.0% | $3,023-67.9% | $2,755-64.8% |
| Participant deferral / active EE | $1,436 | $4,118-65.1% | $5,053-71.6% | $4,296-66.6% |
| Admin fee / account holder | $5,585 | $8,049-30.6% | $9,451-40.9% | $6,918-19.3% |