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 | $67,280 | $74,927-10.2% | $101,794-33.9% | $84,808-20.7% |
| Participation rate | 29.6% | 61.4%-31.8pp | 69.2%-39.6pp | 68.3%-38.7pp |
| Annual return | 10.58% | 18.70%-8.1pp | 30.53%-19.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $550 | $1,522-63.9% | $2,289-76.0% | $2,631-79.1% |
| Participant deferral / active EE | $267 | $3,099-91.4% | $4,084-93.5% | $4,212-93.7% |
| Admin fee / account holder | $897 | $6,514-86.2% | $8,777-89.8% | $7,344-87.8% |