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 | $20,555 | $131,829-84.4% | $108,579-81.1% | $273,961-92.5% |
| Participation rate | 45.5% | 83.5%-38.0pp | 79.6%-34.1pp | 83.0%-37.6pp |
| Annual return | 7.91% | -91.57%+99.5pp | -51.70%+59.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $252 | $4,912-94.9% | $3,758-93.3% | $4,869-94.8% |
| Participant deferral / active EE | $2,321 | $5,127-54.7% | $4,311-46.2% | $5,287-56.1% |
| Admin fee / account holder | $2,426 | $10,252-76.3% | $7,645-68.3% | $10,132-76.1% |