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 | $80,125 | $142,344-43.7% | $119,609-33.0% | $134,475-40.4% |
| Participation rate | 58.8% | 82.8%-24.0pp | 79.3%-20.4pp | 81.2%-22.4pp |
| Annual return | -22.63% | -12.44%-10.2pp | -14.97%-7.7pp | 417.96%-440.6pp |
| Employer contribution / active EE | $764 | $5,222-85.4% | $4,232-82.0% | $4,740-83.9% |
| Participant deferral / active EE | $5,750 | $6,469-11.1% | $5,602+2.6% | $6,400-10.2% |
| Admin fee / account holder | $703 | $13,584-94.8% | $10,323-93.2% | $11,426-93.8% |