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 | $25,363 | $62,327-59.3% | $120,354-78.9% | $74,495-66.0% |
| Participation rate | 52.0% | 56.8%-4.8pp | 71.9%-19.9pp | 67.2%-15.2pp |
| Annual return | 8.81% | 18.61%-9.8pp | 107.15%-98.3pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $404 | $1,843-78.1% | $3,463-88.3% | $2,623-84.6% |
| Participant deferral / active EE | $1,894 | $2,893-34.5% | $4,991-62.1% | $4,346-56.4% |
| Admin fee / account holder | $1,686 | $2,396-29.6% | $9,423-82.1% | $1,942-13.2% |