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.
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 | $167,262 | $127,065+31.6% | $113,168+47.8% | $142,382+17.5% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 6.77% | 24.03%-17.3pp | 24.27%-17.5pp | 217.08%-210.3pp |
| Employer contribution / active EE | $882 | $3,442-74.4% | $2,975-70.4% | $4,299-79.5% |
| Participant deferral / active EE | $1,764 | $5,716-69.1% | $5,107-65.5% | $6,507-72.9% |
| Admin fee / account holder | $1,495 | $15,736-90.5% | $12,068-87.6% | $12,624-88.2% |