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 7-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 | $14,072 | $227,553-93.8% | $189,557-92.6% | $167,490-91.6% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.4%-33.0pp | 82.1%-36.7pp |
| Annual return | 18.11% | 78.40%-60.3pp | 64.17%-46.1pp | 478.56%-460.4pp |
| Employer contribution / active EE | $248 | $5,316-95.3% | $4,412-94.4% | $4,837-94.9% |
| Participant deferral / active EE | $2,760 | $7,002-60.6% | $6,174-55.3% | $6,341-56.5% |
| Admin fee / account holder | $1,212 | $11,878-89.8% | $9,807-87.6% | $12,309-90.2% |