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 | $9,713 | $81,900-88.1% | $119,609-91.9% | $68,494-85.8% |
| Participation rate | 44.6% | 71.9%-27.2pp | 79.3%-34.6pp | 67.9%-23.2pp |
| Annual return | -18.71% | -23.82%+5.1pp | -14.97%-3.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $278 | $2,693-89.7% | $4,232-93.4% | $2,596-89.3% |
| Participant deferral / active EE | $1,905 | $4,148-54.1% | $5,602-66.0% | $4,027-52.7% |
| Admin fee / account holder | $780 | $6,582-88.1% | $10,323-92.4% | $5,403-85.6% |