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 | $28,508 | $162,781-82.5% | $133,956-78.7% | $158,922-82.1% |
| Participation rate | 40.9% | 83.2%-42.3pp | 79.8%-38.9pp | 82.0%-41.0pp |
| Annual return | 7.55% | 41.94%-34.4pp | 45.09%-37.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $286 | $4,975-94.3% | $3,919-92.7% | $4,761-94.0% |
| Participant deferral / active EE | $2,764 | $5,911-53.2% | $5,048-45.2% | $5,982-53.8% |
| Admin fee / account holder | $7,722 | $11,736-34.2% | $8,927-13.5% | $11,246-31.3% |