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 | $28,497 | $53,822-47.1% | $75,696-62.4% | $85,850-66.8% |
| Participation rate | 29.7% | 69.1%-39.3pp | 74.8%-45.1pp | 69.3%-39.6pp |
| Annual return | 9.94% | 24.54%-14.6pp | 104.53%-94.6pp | 318.53%-308.6pp |
| Employer contribution / active EE | $269 | $2,017-86.7% | $2,743-90.2% | $2,565-89.5% |
| Participant deferral / active EE | $1,242 | $2,895-57.1% | $3,821-67.5% | $3,952-68.6% |
| Admin fee / account holder | $13,276 | $3,343+297.2% | $3,619+266.8% | $6,260+112.1% |