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 | $78,178 | $100,326-22.1% | $180,183-56.6% | $84,808-7.8% |
| Participation rate | 32.3% | 71.0%-38.7pp | 77.4%-45.2pp | 68.3%-36.1pp |
| Annual return | 12.58% | 17.86%-5.3pp | 27.86%-15.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $0 | $3,269-100.0% | $5,039-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,075 | $5,066-78.8% | $6,822-84.2% | $4,212-74.5% |
| Admin fee / account holder | $3,786 | $9,674-60.9% | $19,975-81.0% | $7,344-48.4% |