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 | $12,633 | $46,869-73.0% | $122,332-89.7% | $70,131-82.0% |
| Participation rate | 34.5% | 58.2%-23.7pp | 71.6%-37.2pp | 69.5%-35.1pp |
| Annual return | 16.11% | 24.22%-8.1pp | 30.27%-14.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $189 | $1,288-85.3% | $4,050-95.3% | $2,342-91.9% |
| Participant deferral / active EE | $908 | $2,166-58.1% | $3,287-72.4% | $3,332-72.7% |
| Admin fee / account holder | $924 | $3,322-72.2% | $5,478-83.1% | $4,645-80.1% |