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 | $42,596 | $89,753-52.5% | $107,525-60.4% | $84,808-49.8% |
| Participation rate | 35.5% | 68.1%-32.6pp | 75.1%-39.6pp | 68.3%-32.8pp |
| Annual return | 10.99% | 29.48%-18.5pp | 181.32%-170.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $777 | $3,113-75.0% | $3,754-79.3% | $2,631-70.5% |
| Participant deferral / active EE | $2,475 | $4,056-39.0% | $5,116-51.6% | $4,212-41.2% |
| Admin fee / account holder | $584 | $7,222-91.9% | $8,919-93.5% | $7,344-92.0% |