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 | $117,862 | $133,922-12.0% | $116,228+1.4% | $142,382-17.2% |
| Participation rate | 45.8% | 77.9%-32.0pp | 74.6%-28.7pp | 80.1%-34.3pp |
| Annual return | 9.05% | 147.76%-138.7pp | 90.06%-81.0pp | 217.08%-208.0pp |
| Employer contribution / active EE | $729 | $3,446-78.8% | $2,994-75.7% | $4,299-83.0% |
| Participant deferral / active EE | $1,458 | $5,672-74.3% | $4,953-70.6% | $6,507-77.6% |
| Admin fee / account holder | $4,982 | $14,945-66.7% | $11,989-58.4% | $12,624-60.5% |