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 | $24,818 | $46,869-47.0% | $122,332-79.7% | $70,131-64.6% |
| Participation rate | 60.0% | 58.2%+1.8pp | 71.6%-11.6pp | 69.5%-9.5pp |
| Annual return | 10.49% | 24.22%-13.7pp | 30.27%-19.8pp | 73.14%-62.7pp |
| Employer contribution / active EE | $178 | $1,288-86.2% | $4,050-95.6% | $2,342-92.4% |
| Participant deferral / active EE | $1,277 | $2,166-41.1% | $3,287-61.2% | $3,332-61.7% |
| Admin fee / account holder | $7,912 | $3,322+138.2% | $5,478+44.4% | $4,645+70.3% |