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 | $77,543 | $70,428+10.1% | $96,562-19.7% | $85,850-9.7% |
| Participation rate | 51.0% | 61.8%-10.8pp | 69.8%-18.8pp | 69.3%-18.3pp |
| Annual return | 8.74% | 18.59%-9.8pp | 37.78%-29.0pp | 318.53%-309.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,715 | $2,894-6.2% | $3,849-29.5% | $3,952-31.3% |
| Admin fee / account holder | $6,892 | $4,997+37.9% | $6,181+11.5% | $6,260+10.1% |