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 | $19,318 | $73,933-73.9% | $96,683-80.0% | $75,163-74.3% |
| Participation rate | 52.4% | 66.4%-14.0pp | 74.3%-22.0pp | 67.2%-14.8pp |
| Annual return | 13.68% | 26.70%-13.0pp | 35.69%-22.0pp | 160.62%-146.9pp |
| Employer contribution / active EE | $462 | $2,928-84.2% | $3,737-87.6% | $2,670-82.7% |
| Participant deferral / active EE | $2,945 | $3,659-19.5% | $4,878-39.6% | $4,125-28.6% |
| Admin fee / account holder | $1,728 | $5,216-66.9% | $6,730-74.3% | $5,651-69.4% |