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 | $34,880 | $115,770-69.9% | $101,248-65.6% | $158,922-78.1% |
| Participation rate | 54.2% | 79.4%-25.2pp | 75.8%-21.6pp | 82.0%-27.8pp |
| Annual return | 3.17% | 56.14%-53.0pp | 46.47%-43.3pp | 302.83%-299.7pp |
| Employer contribution / active EE | $745 | $4,175-82.2% | $3,660-79.7% | $4,761-84.4% |
| Participant deferral / active EE | $1,449 | $4,957-70.8% | $4,370-66.8% | $5,982-75.8% |
| Admin fee / account holder | $4,358 | $7,245-39.8% | $5,945-26.7% | $11,246-61.2% |