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 | $168,948 | $209,411-19.3% | $178,490-5.3% | $158,922+6.3% |
| Participation rate | 22.2% | 86.3%-64.1pp | 81.9%-59.7pp | 82.0%-59.7pp |
| Annual return | 4.09% | 188.75%-184.7pp | 151.07%-147.0pp | 302.83%-298.7pp |
| Employer contribution / active EE | $603 | $5,706-89.4% | $5,011-88.0% | $4,761-87.3% |
| Participant deferral / active EE | $5,791 | $5,954-2.7% | $5,202+11.3% | $5,982-3.2% |
| Admin fee / account holder | $1,526 | $17,074-91.1% | $13,984-89.1% | $11,246-86.4% |