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 | $37,701 | $63,355-40.5% | $91,989-59.0% | $72,985-48.3% |
| Participation rate | 58.5% | 72.5%-14.0pp | 78.6%-20.1pp | 69.5%-10.9pp |
| Annual return | 15.66% | 35.35%-19.7pp | 69.02%-53.4pp | 81.00%-65.3pp |
| Employer contribution / active EE | $323 | $2,116-84.8% | $3,452-90.7% | $2,440-86.8% |
| Participant deferral / active EE | $834 | $4,883-82.9% | $5,923-85.9% | $3,607-76.9% |
| Admin fee / account holder | $337 | $4,668-92.8% | $7,743-95.6% | $5,124-93.4% |