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 | $37,835 | $130,194-70.9% | $169,993-77.7% | $71,457-47.1% |
| Participation rate | 52.7% | 86.1%-33.4pp | 87.0%-34.3pp | 67.9%-15.2pp |
| Annual return | 20.55% | 20.37%+0.2pp | 53.37%-32.8pp | 28.85%-8.3pp |
| Employer contribution / active EE | $1,328 | $4,381-69.7% | $6,785-80.4% | $2,588-48.7% |
| Participant deferral / active EE | $5,167 | $6,923-25.4% | $10,408-50.4% | $4,289+20.5% |
| Admin fee / account holder | $1,213 | $966+25.6% | $12,815-90.5% | $1,587-23.6% |