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 | $77,301 | $87,870-12.0% | $113,168-31.7% | $74,304+4.0% |
| Participation rate | 18.7% | 70.7%-52.0pp | 76.6%-57.9pp | 60.3%-41.7pp |
| Annual return | 11.29% | 26.44%-15.2pp | 24.27%-13.0pp | 29.43%-18.1pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $368 | $4,241-91.3% | $5,107-92.8% | $3,767-90.2% |
| Admin fee / account holder | $5,702 | $3,368+69.3% | $12,068-52.7% | $2,969+92.1% |