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 | $85,722 | $138,347-38.0% | $184,203-53.5% | $80,856+6.0% |
| Participation rate | 26.9% | 83.9%-56.9pp | 86.8%-59.9pp | 67.6%-40.7pp |
| Annual return | 10.70% | 20.02%-9.3pp | 28.81%-18.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $894 | $4,850-81.6% | $6,427-86.1% | $2,755-67.6% |
| Participant deferral / active EE | $3,978 | $7,071-43.7% | $9,131-56.4% | $4,296-7.4% |
| Admin fee / account holder | $2,923 | $10,483-72.1% | $13,901-79.0% | $6,918-57.7% |