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.
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 | $74,566 | $148,534-49.8% | $135,903-45.1% | $139,434-46.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 11.77% | 79.19%-67.4pp | 68.23%-56.5pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,055 | $5,243-79.9% | $4,856-78.3% | $4,751-77.8% |
| Participant deferral / active EE | $1,754 | $8,100-78.3% | $7,758-77.4% | $6,710-73.9% |
| Admin fee / account holder | $1,237 | $12,400-90.0% | $10,762-88.5% | $11,403-89.1% |