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 | $83,504 | $61,774+35.2% | $97,226-14.1% | $80,856+3.3% |
| Participation rate | 27.3% | 63.5%-36.2pp | 72.7%-45.4pp | 67.6%-40.4pp |
| Annual return | 9.37% | -557.90%+567.3pp | 75.13%-65.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,678 | $3,029-44.6% | $4,264-60.6% | $4,296-60.9% |
| Admin fee / account holder | $1,405 | $5,166-72.8% | $5,654-75.1% | $6,918-79.7% |