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 | $37,229 | $39,019-4.6% | $80,716-53.9% | $85,850-56.6% |
| Participation rate | 23.2% | 41.5%-18.4pp | 54.2%-31.0pp | 69.3%-46.1pp |
| Annual return | 11.26% | 26.27%-15.0pp | 87.28%-76.0pp | 318.53%-307.3pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $418 | $1,326-68.5% | $2,146-80.5% | $3,952-89.4% |
| Admin fee / account holder | $10,869 | $2,431+347.1% | $3,380+221.6% | $6,260+73.6% |