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 | $68,299 | $53,596+27.4% | $90,645-24.7% | $64,186+6.4% |
| Participation rate | 30.8% | 64.5%-33.7pp | 74.0%-43.3pp | 69.6%-38.8pp |
| Annual return | -8.57% | 4.41%-13.0pp | 1.88%-10.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $192 | $1,503-87.2% | $2,532-92.4% | $2,381-91.9% |
| Participant deferral / active EE | $1,049 | $2,459-57.3% | $3,425-69.4% | $3,470-69.8% |
| Admin fee / account holder | $15,285 | $3,868+295.2% | $4,994+206.1% | $4,888+212.7% |