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 | $25,428 | $127,065-80.0% | $113,168-77.5% | $142,382-82.1% |
| Participation rate | 52.2% | 79.2%-27.0pp | 76.6%-24.4pp | 80.1%-27.9pp |
| Annual return | 7.52% | 24.03%-16.5pp | 24.27%-16.7pp | 217.08%-209.6pp |
| Employer contribution / active EE | $515 | $3,442-85.0% | $2,975-82.7% | $4,299-88.0% |
| Participant deferral / active EE | $3,759 | $5,716-34.2% | $5,107-26.4% | $6,507-42.2% |
| Admin fee / account holder | $2,297 | $15,736-85.4% | $12,068-81.0% | $12,624-81.8% |