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 | $21,345 | $71,516-70.2% | $98,439-78.3% | $71,457-70.1% |
| Participation rate | 40.0% | 72.7%-32.7pp | 75.2%-35.2pp | 67.9%-27.9pp |
| Annual return | 17.60% | 32.41%-14.8pp | 21.16%-3.6pp | 28.85%-11.3pp |
| Employer contribution / active EE | $288 | $2,399-88.0% | $3,048-90.6% | $2,588-88.9% |
| Participant deferral / active EE | $1,833 | $4,109-55.4% | $4,738-61.3% | $4,289-57.3% |
| Admin fee / account holder | $1,045 | $1,675-37.6% | $8,948-88.3% | $1,587-34.2% |