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 | $113,202 | $167,307-32.3% | $143,757-21.3% | $134,475-15.8% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -20.83% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $548 | $5,619-90.3% | $4,951-88.9% | $4,740-88.4% |
| Participant deferral / active EE | $2,853 | $6,446-55.7% | $5,637-49.4% | $6,400-55.4% |
| Admin fee / account holder | $1,422 | $18,088-92.1% | $14,673-90.3% | $11,426-87.6% |