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 | $28,620 | $53,127-46.1% | $86,590-66.9% | $70,131-59.2% |
| Participation rate | 57.1% | 65.3%-8.2pp | 73.5%-16.4pp | 69.5%-12.4pp |
| Annual return | 12.40% | 27.66%-15.3pp | 964.84%-952.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $164 | $2,068-92.1% | $2,839-94.2% | $2,342-93.0% |
| Participant deferral / active EE | $825 | $2,696-69.4% | $3,609-77.1% | $3,332-75.2% |
| Admin fee / account holder | $2,403 | $3,585-33.0% | $4,906-51.0% | $4,645-48.3% |