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.
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 | $43,737 | $78,926-44.6% | $136,749-68.0% | $84,808-48.4% |
| Participation rate | 48.0% | 62.2%-14.2pp | 72.1%-24.1pp | 68.3%-20.3pp |
| Annual return | 11.60% | 18.17%-6.6pp | 24.33%-12.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $478 | $2,134-77.6% | $3,400-85.9% | $2,631-81.8% |
| Participant deferral / active EE | $1,911 | $3,168-39.7% | $4,692-59.3% | $4,212-54.6% |
| Admin fee / account holder | $8,405 | $6,369+32.0% | $11,386-26.2% | $7,344+14.5% |