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 | $199,083 | $109,881+81.2% | $150,045+32.7% | $84,808+134.7% |
| Participation rate | 28.1% | 76.1%-48.0pp | 82.3%-54.2pp | 68.3%-40.2pp |
| Annual return | 11.81% | 28.25%-16.4pp | 62.55%-50.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $817 | $3,561-77.1% | $4,693-82.6% | $2,631-69.0% |
| Participant deferral / active EE | $1,386 | $6,636-79.1% | $7,997-82.7% | $4,212-67.1% |
| Admin fee / account holder | $5,842 | $8,568-31.8% | $13,435-56.5% | $7,344-20.4% |