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 | $41,887 | $105,181-60.2% | $159,436-73.7% | $85,850-51.2% |
| Participation rate | 38.8% | 75.8%-37.0pp | 82.8%-44.0pp | 69.3%-30.5pp |
| Annual return | 11.95% | 45.07%-33.1pp | 263.57%-251.6pp | 318.53%-306.6pp |
| Employer contribution / active EE | $930 | $3,318-72.0% | $4,829-80.7% | $2,565-63.7% |
| Participant deferral / active EE | $1,764 | $5,945-70.3% | $7,352-76.0% | $3,952-55.4% |
| Admin fee / account holder | $1,876 | $6,933-72.9% | $10,799-82.6% | $6,260-70.0% |