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 9-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 | $60,641 | $57,281+5.9% | $86,612-30.0% | $75,163-19.3% |
| Participation rate | 19.7% | 63.2%-43.5pp | 71.7%-52.0pp | 67.2%-47.5pp |
| Annual return | 12.85% | 2670.75%-2657.9pp | 591.07%-578.2pp | 160.62%-147.8pp |
| Employer contribution / active EE | $280 | $2,314-87.9% | $3,022-90.7% | $2,670-89.5% |
| Participant deferral / active EE | $918 | $3,318-72.3% | $4,438-79.3% | $4,125-77.8% |
| Admin fee / account holder | $740 | $4,112-82.0% | $5,614-86.8% | $5,651-86.9% |