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 | $19,517 | $93,571-79.1% | $135,903-85.6% | $75,163-74.0% |
| Participation rate | 43.3% | 75.2%-31.8pp | 81.9%-38.6pp | 67.2%-23.9pp |
| Annual return | 29.37% | 30.90%-1.5pp | 68.23%-38.9pp | 160.62%-131.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,063 | $6,404-36.6% | $7,758-47.6% | $4,125-1.5% |
| Admin fee / account holder | $651 | $6,975-90.7% | $10,762-94.0% | $5,651-88.5% |