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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,960 | $61,660-75.7% | $80,019-81.3% | $64,186-76.7% |
| Participation rate | 34.5% | 71.7%-37.2pp | 75.8%-41.3pp | 69.6%-35.1pp |
| Annual return | -6.46% | -0.33%-6.1pp | 11.22%-17.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $207 | $1,810-88.6% | $2,468-91.6% | $2,381-91.3% |
| Participant deferral / active EE | $1,316 | $2,968-55.6% | $3,686-64.3% | $3,470-62.1% |
| Admin fee / account holder | $1,169 | $5,417-78.4% | $6,521-82.1% | $4,888-76.1% |