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 | $136,672 | $153,772-11.1% | $133,980+2.0% | $273,961-50.1% |
| Participation rate | 28.6% | 88.4%-59.8pp | 87.1%-58.5pp | 83.0%-54.4pp |
| Annual return | -37.36% | 36.51%-73.9pp | 29.30%-66.7pp | 41.45%-78.8pp |
| Employer contribution / active EE | $672 | $6,029-88.9% | $5,211-87.1% | $4,869-86.2% |
| Participant deferral / active EE | $6,429 | $6,958-7.6% | $6,282+2.3% | $5,287+21.6% |
| Admin fee / account holder | $1,565 | $11,765-86.7% | $9,324-83.2% | $10,132-84.6% |