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 9-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 | $101,422 | $71,050+42.7% | $93,606+8.4% | $80,856+25.4% |
| Participation rate | 69.9% | 60.4%+9.5pp | 68.7%+1.1pp | 67.6%+2.2pp |
| Annual return | 9.02% | 11.26%-2.2pp | 133.20%-124.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $488 | $1,564-68.8% | $2,420-79.8% | $2,755-82.3% |
| Participant deferral / active EE | $613 | $4,034-84.8% | $4,411-86.1% | $4,296-85.7% |
| Admin fee / account holder | $787 | $6,945-88.7% | $8,285-90.5% | $6,918-88.6% |