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 9-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 | $141,685 | $62,327+127.3% | $120,354+17.7% | $74,495+90.2% |
| Participation rate | 18.4% | 56.8%-38.4pp | 71.9%-53.5pp | 67.2%-48.8pp |
| Annual return | 9.58% | 18.61%-9.0pp | 107.15%-97.6pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $364 | $1,843-80.2% | $3,463-89.5% | $2,623-86.1% |
| Participant deferral / active EE | $2,666 | $2,893-7.8% | $4,991-46.6% | $4,346-38.6% |
| Admin fee / account holder | $1,097 | $2,396-54.2% | $9,423-88.4% | $1,942-43.5% |