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.
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 | $127,210 | $109,413+16.3% | $156,263-18.6% | $84,808+50.0% |
| Participation rate | 36.8% | 72.7%-35.8pp | 78.9%-42.1pp | 68.3%-31.5pp |
| Annual return | 9.97% | 20.18%-10.2pp | 59.47%-49.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,103 | $2,907-62.1% | $4,333-74.6% | $2,631-58.1% |
| Participant deferral / active EE | $1,671 | $4,590-63.6% | $6,158-72.9% | $4,212-60.3% |
| Admin fee / account holder | $4,263 | $9,357-54.4% | $14,255-70.1% | $7,344-42.0% |