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 | $59,514 | $62,586-4.9% | $76,768-22.5% | $64,186-7.3% |
| Participation rate | 48.8% | 72.8%-24.0pp | 77.0%-28.2pp | 69.6%-20.8pp |
| Annual return | -8.71% | -1.95%-6.8pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,500 | $3,145+43.1% | $3,852+16.8% | $3,470+29.7% |
| Admin fee / account holder | $1,576 | $4,667-66.2% | $6,675-76.4% | $4,888-67.7% |