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 | $116,431 | $62,127+87.4% | $81,382+43.1% | $74,495+56.3% |
| Participation rate | 14.5% | 64.0%-49.5pp | 69.5%-55.0pp | 67.2%-52.7pp |
| Annual return | 9.81% | 16.48%-6.7pp | 24.73%-14.9pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $2,461 | $1,882+30.8% | $2,463-0.1% | $2,623-6.2% |
| Participant deferral / active EE | $114 | $3,229-96.5% | $3,883-97.1% | $4,346-97.4% |
| Admin fee / account holder | $20,510 | $1,934+960.2% | $5,768+255.5% | $1,942+956.3% |