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 | $79,596 | $65,561+21.4% | $86,188-7.6% | $75,163+5.9% |
| Participation rate | 41.9% | 60.5%-18.6pp | 69.0%-27.1pp | 67.2%-25.3pp |
| Annual return | 12.66% | 46.05%-33.4pp | 1168.45%-1155.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $208 | $1,553-86.6% | $2,380-91.3% | $2,670-92.2% |
| Participant deferral / active EE | $2,757 | $3,024-8.8% | $3,985-30.8% | $4,125-33.2% |
| Admin fee / account holder | $3,924 | $5,474-28.3% | $6,852-42.7% | $5,651-30.6% |