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 | $49,483 | $31,310+58.0% | $53,898-8.2% | $74,304-33.4% |
| Participation rate | 33.3% | 30.7%+2.7pp | 55.0%-21.6pp | 60.3%-27.0pp |
| Annual return | 10.71% | 23.16%-12.5pp | 528.60%-517.9pp | 29.43%-18.7pp |
| Employer contribution / active EE | $1 | $450-99.9% | $932-99.9% | $2,241-100.0% |
| Participant deferral / active EE | $1,229 | $934+31.5% | $1,826-32.7% | $3,767-67.4% |
| Admin fee / account holder | $11,730 | $2,175+439.2% | $2,491+371.0% | $2,969+295.1% |