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 | $12,248 | $73,004-83.2% | $90,749-86.5% | $68,494-82.1% |
| Participation rate | 65.8% | 70.8%-5.1pp | 75.7%-9.9pp | 67.9%-2.1pp |
| Annual return | -15.10% | -13.81%-1.3pp | -12.16%-2.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $403 | $2,193-81.6% | $2,921-86.2% | $2,596-84.5% |
| Participant deferral / active EE | $1,639 | $3,627-54.8% | $4,564-64.1% | $4,027-59.3% |
| Admin fee / account holder | $586 | $5,896-90.1% | $8,445-93.1% | $5,403-89.2% |