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 | $79,257 | $64,839+22.2% | $95,585-17.1% | $84,808-6.5% |
| Participation rate | 32.4% | 63.8%-31.5pp | 72.1%-39.7pp | 68.3%-36.0pp |
| Annual return | 10.51% | -670.96%+681.5pp | 38.56%-28.1pp | 40.90%-30.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,082 | $2,965-29.8% | $4,023-48.2% | $4,212-50.6% |
| Admin fee / account holder | $5,711 | $5,964-4.2% | $6,127-6.8% | $7,344-22.2% |