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 4-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 | $9,612 | $176,947-94.6% | $53,898-82.2% | - |
| Participation rate | 53.5% | 61.8%-8.3pp | 55.0%-1.4pp | - |
| Annual return | 19.88% | 15.13%+4.8pp | 528.60%-508.7pp | - |
| Employer contribution / active EE | $672 | $2,196-69.4% | $932-27.9% | - |
| Participant deferral / active EE | $2,279 | $4,114-44.6% | $1,826+24.8% | - |
| Admin fee / account holder | $1,339 | $22,209-94.0% | $2,491-46.2% | - |