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.
Participant 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 | $83,328 | $131,893-36.8% | $303,047-72.5% | $116,875-28.7% |
| Participation rate | 53.6% | 79.5%-25.9pp | 87.1%-33.5pp | 74.5%-21.0pp |
| Annual return | 11.17% | 15.41%-4.2pp | 2.47%+8.7pp | 16.29%-5.1pp |
| Employer contribution / active EE | $1,169 | $3,467-66.3% | $7,418-84.2% | $3,288-64.4% |
| Participant deferral / active EE | $1,997 | $4,183-52.3% | $5,070-60.6% | $3,885-48.6% |
| Admin fee / account holder | $6,870 | $14,721-53.3% | $39,333-82.5% | $12,263-44.0% |