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 | $40,395 | $95,803-57.8% | $113,168-64.3% | $84,808-52.4% |
| Participation rate | 68.3% | 72.9%-4.5pp | 76.6%-8.2pp | 68.3%0pp |
| Annual return | 10.99% | 25.00%-14.0pp | 24.27%-13.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,496 | $4,242-64.7% | $5,107-70.7% | $4,212-64.5% |
| Admin fee / account holder | $3,351 | $8,989-62.7% | $12,068-72.2% | $7,344-54.4% |