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 | $42,083 | $89,753-53.1% | $107,525-60.9% | $84,808-50.4% |
| Participation rate | 38.3% | 68.1%-29.7pp | 75.1%-36.7pp | 68.3%-30.0pp |
| Annual return | 12.31% | 29.48%-17.2pp | 181.32%-169.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $376 | $3,113-87.9% | $3,754-90.0% | $2,631-85.7% |
| Participant deferral / active EE | $1,878 | $4,056-53.7% | $5,116-63.3% | $4,212-55.4% |
| Admin fee / account holder | $3,458 | $7,222-52.1% | $8,919-61.2% | $7,344-52.9% |