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 | $131,337 | $109,881+19.5% | $150,045-12.5% | $84,808+54.9% |
| Participation rate | 35.0% | 76.1%-41.1pp | 82.3%-47.3pp | 68.3%-33.3pp |
| Annual return | 9.87% | 28.25%-18.4pp | 62.55%-52.7pp | 40.90%-31.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,163 | $6,636-52.3% | $7,997-60.4% | $4,212-24.9% |
| Admin fee / account holder | $10,137 | $8,568+18.3% | $13,435-24.5% | $7,344+38.0% |