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 | $16,481 | $54,705-69.9% | $71,209-76.9% | $84,808-80.6% |
| Participation rate | 25.4% | 64.1%-38.7pp | 73.8%-48.4pp | 68.3%-42.9pp |
| Annual return | 12.56% | 35.90%-23.3pp | 282.51%-270.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $271 | $2,158-87.5% | $2,721-90.1% | $2,631-89.7% |
| Participant deferral / active EE | $573 | $3,030-81.1% | $4,175-86.3% | $4,212-86.4% |
| Admin fee / account holder | $3,723 | $4,863-23.4% | $5,349-30.4% | $7,344-49.3% |