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 | $30,838 | $87,870-64.9% | $113,168-72.8% | $74,304-58.5% |
| Participation rate | 46.3% | 70.7%-24.4pp | 76.6%-30.2pp | 60.3%-14.0pp |
| Annual return | 18.08% | 26.44%-8.4pp | 24.27%-6.2pp | 29.43%-11.4pp |
| Employer contribution / active EE | $316 | $2,277-86.1% | $2,975-89.4% | $2,241-85.9% |
| Participant deferral / active EE | $2,631 | $4,241-38.0% | $5,107-48.5% | $3,767-30.2% |
| Admin fee / account holder | $4,025 | $3,368+19.5% | $12,068-66.6% | $2,969+35.6% |