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 7-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 | $50,460 | $159,901-68.4% | $146,958-65.7% | $145,922-65.4% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.2%-54.4pp | 80.3%-52.5pp |
| Annual return | 6.80% | 98.13%-91.3pp | 418.34%-411.5pp | 561.29%-554.5pp |
| Employer contribution / active EE | $743 | $5,286-85.9% | $4,933-84.9% | $4,660-84.1% |
| Participant deferral / active EE | $3,064 | $8,428-63.6% | $8,070-62.0% | $6,688-54.2% |
| Admin fee / account holder | $2,555 | $15,044-83.0% | $12,998-80.3% | $13,397-80.9% |