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 | $29,517 | $78,672-62.5% | $109,143-73.0% | $85,850-65.6% |
| Participation rate | 59.3% | 68.3%-9.0pp | 75.9%-16.6pp | 69.3%-10.1pp |
| Annual return | 7.41% | 25.09%-17.7pp | 25.75%-18.3pp | 318.53%-311.1pp |
| Employer contribution / active EE | $4,705 | $2,735+72.1% | $3,722+26.4% | $2,565+83.4% |
| Participant deferral / active EE | $215 | $3,467-93.8% | $4,653-95.4% | $3,952-94.6% |
| Admin fee / account holder | $2,860 | $5,469-47.7% | $6,752-57.6% | $6,260-54.3% |