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 | $13,357 | $181,894-92.7% | $156,549-91.5% | $273,961-95.1% |
| Participation rate | 65.2% | 88.4%-23.2pp | 84.0%-18.8pp | 83.0%-17.8pp |
| Annual return | 6.43% | 30.74%-24.3pp | 32.23%-25.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $953 | $6,248-84.7% | $5,501-82.7% | $4,869-80.4% |
| Participant deferral / active EE | $2,126 | $5,550-61.7% | $4,871-56.4% | $5,287-59.8% |
| Admin fee / account holder | $2,859 | $15,559-81.6% | $13,027-78.1% | $10,132-71.8% |