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 8-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 | $211,156 | $214,378-1.5% | $200,582+5.3% | $142,382+48.3% |
| Participation rate | 25.0% | 87.4%-62.4pp | 86.9%-61.9pp | 80.1%-55.1pp |
| Annual return | 5.73% | 46.41%-40.7pp | 42.33%-36.6pp | 217.08%-211.3pp |
| Employer contribution / active EE | $753 | $6,841-89.0% | $6,419-88.3% | $4,299-82.5% |
| Participant deferral / active EE | $7,625 | $9,865-22.7% | $9,331-18.3% | $6,507+17.2% |
| Admin fee / account holder | $1,441 | $17,692-91.9% | $16,305-91.2% | $12,624-88.6% |