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 5-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 | $139,004 | $214,378-35.2% | $200,582-30.7% | $142,382-2.4% |
| Participation rate | 28.6% | 87.4%-58.9pp | 86.9%-58.3pp | 80.1%-51.5pp |
| Annual return | 10.34% | 46.41%-36.1pp | 42.33%-32.0pp | 217.08%-206.7pp |
| Employer contribution / active EE | $638 | $6,841-90.7% | $6,419-90.1% | $4,299-85.2% |
| Participant deferral / active EE | $6,714 | $9,865-31.9% | $9,331-28.0% | $6,507+3.2% |
| Admin fee / account holder | $511 | $17,692-97.1% | $16,305-96.9% | $12,624-96.0% |