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 | $5,153 | $106,515-95.2% | $96,683-94.7% | $139,434-96.3% |
| Participation rate | 56.5% | 77.8%-21.3pp | 74.3%-17.8pp | 80.3%-23.8pp |
| Annual return | 29.38% | 38.43%-9.0pp | 35.69%-6.3pp | 372.94%-343.6pp |
| Employer contribution / active EE | $181 | $4,103-95.6% | $3,737-95.2% | $4,751-96.2% |
| Participant deferral / active EE | $2,060 | $5,454-62.2% | $4,878-57.8% | $6,710-69.3% |
| Admin fee / account holder | $672 | $7,877-91.5% | $6,730-90.0% | $11,403-94.1% |