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 | $27,035 | $181,894-85.1% | $156,549-82.7% | $273,961-90.1% |
| Participation rate | 7.7% | 88.4%-80.7pp | 84.0%-76.3pp | 83.0%-75.3pp |
| Annual return | 7.24% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $632 | $6,248-89.9% | $5,501-88.5% | $4,869-87.0% |
| Participant deferral / active EE | $1,963 | $5,550-64.6% | $4,871-59.7% | $5,287-62.9% |
| Admin fee / account holder | $1,227 | $15,559-92.1% | $13,027-90.6% | $10,132-87.9% |