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.
Participant 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 | $98,736 | $78,672+25.5% | $109,143-9.5% | $85,850+15.0% |
| Participation rate | 26.9% | 68.3%-41.4pp | 75.9%-49.0pp | 69.3%-42.4pp |
| Annual return | 8.23% | 25.09%-16.9pp | 25.75%-17.5pp | 318.53%-310.3pp |
| Employer contribution / active EE | $867 | $2,735-68.3% | $3,722-76.7% | $2,565-66.2% |
| Participant deferral / active EE | $1,328 | $3,467-61.7% | $4,653-71.5% | $3,952-66.4% |
| Admin fee / account holder | $11,396 | $5,469+108.4% | $6,752+68.8% | $6,260+82.0% |