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 | $45,797 | $114,047-59.8% | $96,139-52.4% | $167,490-72.7% |
| Participation rate | 52.6% | 75.1%-22.4pp | 68.4%-15.8pp | 82.1%-29.5pp |
| Annual return | 7.88% | 189.88%-182.0pp | 191.94%-184.1pp | 478.56%-470.7pp |
| Employer contribution / active EE | $130 | $3,427-96.2% | $2,797-95.4% | $4,837-97.3% |
| Participant deferral / active EE | $1,446 | $5,194-72.1% | $4,349-66.7% | $6,341-77.2% |
| Admin fee / account holder | $689 | $6,897-90.0% | $5,537-87.6% | $12,309-94.4% |