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 | $20,649 | $105,181-80.4% | $159,436-87.0% | $85,850-75.9% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.8%-34.8pp | 69.3%-21.3pp |
| Annual return | 16.20% | 45.07%-28.9pp | 263.57%-247.4pp | 318.53%-302.3pp |
| Employer contribution / active EE | $507 | $3,318-84.7% | $4,829-89.5% | $2,565-80.2% |
| Participant deferral / active EE | $3,179 | $5,945-46.5% | $7,352-56.8% | $3,952-19.6% |
| Admin fee / account holder | $2,249 | $6,933-67.6% | $10,799-79.2% | $6,260-64.1% |