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 | $11,237 | $91,552-87.7% | $133,956-91.6% | $79,858-85.9% |
| Participation rate | 37.1% | 73.3%-36.2pp | 79.8%-42.7pp | 69.6%-32.5pp |
| Annual return | 18.01% | 61.85%-43.8pp | 45.09%-27.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $240 | $2,384-89.9% | $3,919-93.9% | $2,471-90.3% |
| Participant deferral / active EE | $2,012 | $3,733-46.1% | $5,048-60.1% | $3,740-46.2% |
| Admin fee / account holder | $2,278 | $6,321-64.0% | $8,927-74.5% | $5,306-57.1% |