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 | $26,072 | $57,281-54.5% | $86,612-69.9% | $75,163-65.3% |
| Participation rate | 30.2% | 63.2%-33.0pp | 71.7%-41.5pp | 67.2%-37.0pp |
| Annual return | 8.59% | 2670.75%-2662.2pp | 591.07%-582.5pp | 160.62%-152.0pp |
| Employer contribution / active EE | $286 | $2,314-87.6% | $3,022-90.5% | $2,670-89.3% |
| Participant deferral / active EE | $1,185 | $3,318-64.3% | $4,438-73.3% | $4,125-71.3% |
| Admin fee / account holder | $3,408 | $4,112-17.1% | $5,614-39.3% | $5,651-39.7% |