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 | $34,018 | $84,556-59.8% | $116,228-70.7% | $74,304-54.2% |
| Participation rate | 67.0% | 66.0%+0.9pp | 74.6%-7.6pp | 60.3%+6.6pp |
| Annual return | 17.19% | 18.35%-1.2pp | 90.06%-72.9pp | 29.43%-12.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,547 | $3,814-33.2% | $4,953-48.6% | $3,767-32.4% |
| Admin fee / account holder | $357 | $3,792-90.6% | $11,989-97.0% | $2,969-88.0% |