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 | $34,097 | $82,882-58.9% | $127,761-73.3% | $72,985-53.3% |
| Participation rate | 62.7% | 71.5%-8.8pp | 79.0%-16.2pp | 69.5%-6.7pp |
| Annual return | 12.35% | 32.20%-19.9pp | 26.14%-13.8pp | 81.00%-68.7pp |
| Employer contribution / active EE | $0 | $3,346-100.0% | $4,574-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,100 | $4,791-35.3% | $6,021-48.5% | $3,607-14.1% |
| Admin fee / account holder | $6,276 | $6,487-3.3% | $9,395-33.2% | $5,124+22.5% |