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 | $20,312 | $58,512-65.3% | $84,015-75.8% | $72,985-72.2% |
| Participation rate | 30.7% | 61.2%-30.6pp | 69.0%-38.3pp | 69.5%-38.8pp |
| Annual return | 23.17% | 28.93%-5.8pp | 71.31%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $143 | $1,163-87.7% | $1,983-92.8% | $2,440-94.1% |
| Participant deferral / active EE | $1,434 | $2,394-40.1% | $3,239-55.7% | $3,607-60.2% |
| Admin fee / account holder | $4,109 | $4,569-10.1% | $6,101-32.6% | $5,124-19.8% |