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 | $76,040 | $89,355-14.9% | $141,162-46.1% | $72,985+4.2% |
| Participation rate | 44.0% | 75.1%-31.1pp | 82.5%-38.5pp | 69.5%-25.5pp |
| Annual return | 16.25% | 111.85%-95.6pp | 71.39%-55.1pp | 81.00%-64.8pp |
| Employer contribution / active EE | $1,093 | $3,114-64.9% | $4,735-76.9% | $2,440-55.2% |
| Participant deferral / active EE | $2,006 | $5,418-63.0% | $6,709-70.1% | $3,607-44.4% |
| Admin fee / account holder | $7,989 | $5,958+34.1% | $10,261-22.1% | $5,124+55.9% |