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 4-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 | $22,136 | $201,272-89.0% | $184,203-88.0% | $145,922-84.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 15.56% | 29.00%-13.4pp | 28.81%-13.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $998 | $7,022-85.8% | $6,427-84.5% | $4,660-78.6% |
| Participant deferral / active EE | $3,716 | $9,806-62.1% | $9,131-59.3% | $6,688-44.4% |
| Admin fee / account holder | $1,535 | $16,364-90.6% | $13,901-89.0% | $13,397-88.5% |