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 | $47,198 | $60,892-22.5% | $82,389-42.7% | $84,808-44.3% |
| Participation rate | 60.4% | 63.3%-2.9pp | 69.5%-9.1pp | 68.3%-7.9pp |
| Annual return | 8.93% | 37.29%-28.4pp | 28.67%-19.7pp | 40.90%-32.0pp |
| Employer contribution / active EE | $71 | $1,779-96.0% | $2,517-97.2% | $2,631-97.3% |
| Participant deferral / active EE | $3,977 | $3,179+25.1% | $4,155-4.3% | $4,212-5.6% |
| Admin fee / account holder | $39,943 | $5,467+630.6% | $7,231+452.4% | $7,344+443.9% |