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 | $71,750 | $57,541+24.7% | $95,745-25.1% | $75,163-4.5% |
| Participation rate | 28.1% | 62.5%-34.4pp | 72.3%-44.1pp | 67.2%-39.1pp |
| Annual return | 11.04% | 34.93%-23.9pp | 28.35%-17.3pp | 160.62%-149.6pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,638 | $3,074-46.7% | $4,245-61.4% | $4,125-60.3% |
| Admin fee / account holder | $1,654 | $4,099-59.6% | $5,678-70.9% | $5,651-70.7% |