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 | $14,235 | $81,248-82.5% | $155,509-90.8% | $80,856-82.4% |
| Participation rate | 19.5% | 66.2%-46.7pp | 78.2%-58.7pp | 67.6%-48.1pp |
| Annual return | 4.62% | 33.31%-28.7pp | 64.67%-60.0pp | 35.59%-31.0pp |
| Employer contribution / active EE | $465 | $3,100-85.0% | $4,672-90.1% | $2,755-83.1% |
| Participant deferral / active EE | $637 | $3,452-81.5% | $5,626-88.7% | $4,296-85.2% |
| Admin fee / account holder | $9,569 | $7,997+19.7% | $15,912-39.9% | $6,918+38.3% |