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 | $35,227 | $62,127-43.3% | $81,382-56.7% | $74,495-52.7% |
| Participation rate | 35.1% | 64.0%-29.0pp | 69.5%-34.4pp | 67.2%-32.1pp |
| Annual return | 9.86% | 16.48%-6.6pp | 24.73%-14.9pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $424 | $1,882-77.5% | $2,463-82.8% | $2,623-83.8% |
| Participant deferral / active EE | $1,563 | $3,229-51.6% | $3,883-59.8% | $4,346-64.0% |
| Admin fee / account holder | $5,360 | $1,934+177.1% | $5,768-7.1% | $1,942+176.0% |