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 | $90,854 | $93,571-2.9% | $135,903-33.1% | $75,163+20.9% |
| Participation rate | 36.5% | 75.2%-38.7pp | 81.9%-45.4pp | 67.2%-30.7pp |
| Annual return | 12.79% | 30.90%-18.1pp | 68.23%-55.4pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,232 | $3,537-65.2% | $4,856-74.6% | $2,670-53.8% |
| Participant deferral / active EE | $2,164 | $6,404-66.2% | $7,758-72.1% | $4,125-47.5% |
| Admin fee / account holder | $21,275 | $6,975+205.0% | $10,762+97.7% | $5,651+276.5% |