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 3-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 | $21,681 | $95,803-77.4% | $113,168-80.8% | $84,808-74.4% |
| Participation rate | 48.4% | 72.9%-24.5pp | 76.6%-28.2pp | 68.3%-19.9pp |
| Annual return | 22.10% | 25.00%-2.9pp | 24.27%-2.2pp | 40.90%-18.8pp |
| Employer contribution / active EE | $355 | $2,360-85.0% | $2,975-88.1% | $2,631-86.5% |
| Participant deferral / active EE | $3,028 | $4,242-28.6% | $5,107-40.7% | $4,212-28.1% |
| Admin fee / account holder | $545 | $8,989-93.9% | $12,068-95.5% | $7,344-92.6% |