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 | $30,151 | $81,248-62.9% | $155,509-80.6% | $80,856-62.7% |
| Participation rate | 25.9% | 66.2%-40.3pp | 78.2%-52.3pp | 67.6%-41.7pp |
| Annual return | 10.33% | 33.31%-23.0pp | 64.67%-54.3pp | 35.59%-25.3pp |
| Employer contribution / active EE | $114 | $3,100-96.3% | $4,672-97.6% | $2,755-95.9% |
| Participant deferral / active EE | $930 | $3,452-73.1% | $5,626-83.5% | $4,296-78.3% |
| Admin fee / account holder | $4,458 | $7,997-44.3% | $15,912-72.0% | $6,918-35.6% |