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 4-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 | $194,887 | $95,266+104.6% | $82,389+136.5% | $142,382+36.9% |
| Participation rate | 47.6% | 74.5%-26.9pp | 69.5%-21.9pp | 80.1%-32.5pp |
| Annual return | 10.69% | 25.74%-15.0pp | 28.67%-18.0pp | 217.08%-206.4pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,900 | $4,809-18.9% | $4,155-6.1% | $6,507-40.1% |
| Admin fee / account holder | $24,134 | $8,563+181.8% | $7,231+233.8% | $12,624+91.2% |