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 | $47,167 | $165,984-71.6% | $164,813-71.4% | $145,922-67.7% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 7.11% | 100.03%-92.9pp | 69.93%-62.8pp | 561.29%-554.2pp |
| Employer contribution / active EE | $508 | $5,273-90.4% | $4,341-88.3% | $4,660-89.1% |
| Participant deferral / active EE | $3,393 | $6,959-51.2% | $6,031-43.7% | $6,688-49.3% |
| Admin fee / account holder | $2,392 | $16,648-85.6% | $12,690-81.1% | $13,397-82.1% |