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 | $118,038 | $58,523+101.7% | $99,443+18.7% | $72,985+61.7% |
| Participation rate | 62.5% | 64.6%-2.1pp | 73.8%-11.3pp | 69.5%-7.0pp |
| Annual return | 15.51% | 28.51%-13.0pp | 30.72%-15.2pp | 81.00%-65.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,386 | $2,606+29.9% | $3,619-6.4% | $3,607-6.1% |
| Admin fee / account holder | $3,580 | $4,102-12.7% | $6,250-42.7% | $5,124-30.1% |