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 | $33,223 | $209,411-84.1% | $178,490-81.4% | $158,922-79.1% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 1.26% | 188.75%-187.5pp | 151.07%-149.8pp | 302.83%-301.6pp |
| Employer contribution / active EE | $546 | $5,706-90.4% | $5,011-89.1% | $4,761-88.5% |
| Participant deferral / active EE | $2,397 | $5,954-59.7% | $5,202-53.9% | $5,982-59.9% |
| Admin fee / account holder | $143,245 | $17,074+738.9% | $13,984+924.4% | $11,246+1173.8% |