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 8-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 | $11,433 | $51,045-77.6% | $70,515-83.8% | $71,457-84.0% |
| Participation rate | 37.2% | 59.4%-22.2pp | 68.3%-31.1pp | 67.9%-30.7pp |
| Annual return | 17.31% | 42.63%-25.3pp | 32.77%-15.5pp | 28.85%-11.5pp |
| Employer contribution / active EE | $170 | $1,790-90.5% | $2,973-94.3% | $2,588-93.4% |
| Participant deferral / active EE | $1,045 | $3,026-65.5% | $4,567-77.1% | $4,289-75.6% |
| Admin fee / account holder | $761 | $1,994-61.8% | $6,412-88.1% | $1,587-52.1% |