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 | $52,322 | $72,277-27.6% | $101,248-48.3% | $79,858-34.5% |
| Participation rate | 54.4% | 68.5%-14.0pp | 75.8%-21.4pp | 69.6%-15.2pp |
| Annual return | 8.68% | 22.30%-13.6pp | 46.47%-37.8pp | 31.71%-23.0pp |
| Employer contribution / active EE | $510 | $2,692-81.0% | $3,660-86.1% | $2,471-79.3% |
| Participant deferral / active EE | $2,368 | $3,282-27.8% | $4,370-45.8% | $3,740-36.7% |
| Admin fee / account holder | $13,217 | $4,400+200.4% | $5,945+122.3% | $5,306+149.1% |