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 | $20,701 | $86,929-76.2% | $102,423-79.8% | $80,856-74.4% |
| Participation rate | 47.3% | 72.4%-25.1pp | 76.5%-29.2pp | 67.6%-20.4pp |
| Annual return | 11.57% | 18.88%-7.3pp | 29.32%-17.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $693 | $2,369-70.8% | $3,023-77.1% | $2,755-74.8% |
| Participant deferral / active EE | $2,001 | $4,118-51.4% | $5,053-60.4% | $4,296-53.4% |
| Admin fee / account holder | $398 | $8,049-95.1% | $9,451-95.8% | $6,918-94.3% |