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 8-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 | $26,833 | $65,041-58.7% | $90,951-70.5% | $79,858-66.4% |
| Participation rate | 27.9% | 61.6%-33.7pp | 69.0%-41.1pp | 69.6%-41.7pp |
| Annual return | 8.34% | 30.45%-22.1pp | 134.60%-126.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $116 | $1,247-90.7% | $2,122-94.5% | $2,471-95.3% |
| Participant deferral / active EE | $1,238 | $2,512-50.7% | $3,373-63.3% | $3,740-66.9% |
| Admin fee / account holder | $4,926 | $4,536+8.6% | $5,959-17.3% | $5,306-7.2% |