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.
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 | $55,023 | $95,803-42.6% | $113,168-51.4% | $84,808-35.1% |
| Participation rate | 60.0% | 72.9%-12.9pp | 76.6%-16.6pp | 68.3%-8.3pp |
| Annual return | 12.20% | 25.00%-12.8pp | 24.27%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,381 | $2,360-41.5% | $2,975-53.6% | $2,631-47.5% |
| Participant deferral / active EE | $1,817 | $4,242-57.2% | $5,107-64.4% | $4,212-56.9% |
| Admin fee / account holder | $653 | $8,989-92.7% | $12,068-94.6% | $7,344-91.1% |