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 | $63,291 | $89,753-29.5% | $107,525-41.1% | $84,808-25.4% |
| Participation rate | 23.8% | 68.1%-44.3pp | 75.1%-51.3pp | 68.3%-44.6pp |
| Annual return | 11.76% | 29.48%-17.7pp | 181.32%-169.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $839 | $3,113-73.0% | $3,754-77.6% | $2,631-68.1% |
| Participant deferral / active EE | $1,282 | $4,056-68.4% | $5,116-74.9% | $4,212-69.5% |
| Admin fee / account holder | $4,769 | $7,222-34.0% | $8,919-46.5% | $7,344-35.1% |