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 6-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 | $102,912 | $109,881-6.3% | $150,045-31.4% | $84,808+21.3% |
| Participation rate | 20.0% | 76.1%-56.1pp | 82.3%-62.3pp | 68.3%-48.3pp |
| Annual return | 13.37% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $412 | $3,561-88.4% | $4,693-91.2% | $2,631-84.3% |
| Participant deferral / active EE | $2,887 | $6,636-56.5% | $7,997-63.9% | $4,212-31.4% |
| Admin fee / account holder | $504 | $8,568-94.1% | $13,435-96.3% | $7,344-93.1% |