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 7-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 | $7,722 | $73,867-89.5% | $143,757-94.6% | $68,494-88.7% |
| Participation rate | 41.2% | 66.7%-25.5pp | 80.3%-39.1pp | 67.9%-26.7pp |
| Annual return | -8.30% | 1.01%-9.3pp | -0.04%-8.3pp | -7.84%-0.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,100 | $3,384-38.0% | $5,637-62.8% | $4,027-47.9% |
| Admin fee / account holder | $531 | $5,755-90.8% | $14,673-96.4% | $5,403-90.2% |