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 | $67,316 | $54,705+23.1% | $71,209-5.5% | $84,808-20.6% |
| Participation rate | 27.8% | 64.1%-36.3pp | 73.8%-46.0pp | 68.3%-40.5pp |
| Annual return | 13.21% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $170 | $2,158-92.1% | $2,721-93.8% | $2,631-93.6% |
| Participant deferral / active EE | $1,567 | $3,030-48.3% | $4,175-62.5% | $4,212-62.8% |
| Admin fee / account holder | $5,085 | $4,863+4.6% | $5,349-4.9% | $7,344-30.8% |