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 | $50,484 | $91,552-44.9% | $133,956-62.3% | $79,858-36.8% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.4pp |
| Annual return | 7.42% | 61.85%-54.4pp | 45.09%-37.7pp | 31.71%-24.3pp |
| Employer contribution / active EE | $258 | $2,384-89.2% | $3,919-93.4% | $2,471-89.5% |
| Participant deferral / active EE | $1,696 | $3,733-54.6% | $5,048-66.4% | $3,740-54.7% |
| Admin fee / account holder | $4,358 | $6,321-31.0% | $8,927-51.2% | $5,306-17.9% |