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 | $50,551 | $61,605-17.9% | $112,229-55.0% | $75,163-32.7% |
| Participation rate | 42.6% | 61.7%-19.1pp | 72.4%-29.8pp | 67.2%-24.6pp |
| Annual return | 7.48% | 28.47%-21.0pp | 30.20%-22.7pp | 160.62%-153.1pp |
| Employer contribution / active EE | $212 | $2,015-89.5% | $3,430-93.8% | $2,670-92.1% |
| Participant deferral / active EE | $1,263 | $3,108-59.4% | $4,798-73.7% | $4,125-69.4% |
| Admin fee / account holder | $12,165 | $4,862+150.2% | $7,748+57.0% | $5,651+115.3% |