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 | $86,444 | $105,859-18.3% | $90,160-4.1% | $147,584-41.4% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.7pp | 82.8%-25.7pp |
| Annual return | 7.27% | 37.63%-30.4pp | 34.88%-27.6pp | 578.55%-571.3pp |
| Employer contribution / active EE | $422 | $4,126-89.8% | $3,318-87.3% | $4,876-91.4% |
| Participant deferral / active EE | $1,795 | $5,733-68.7% | $5,288-66.1% | $5,439-67.0% |
| Admin fee / account holder | $388 | $8,046-95.2% | $5,943-93.5% | $10,885-96.4% |