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 | $17,714 | $98,750-82.1% | $149,696-88.2% | $79,858-77.8% |
| Participation rate | 56.9% | 75.8%-18.9pp | 82.5%-25.6pp | 69.6%-12.8pp |
| Annual return | 24.11% | 27.43%-3.3pp | 276.60%-252.5pp | 31.71%-7.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,034 | $5,680-29.0% | $6,842-41.0% | $3,740+7.9% |
| Admin fee / account holder | $3,491 | $6,053-42.3% | $9,309-62.5% | $5,306-34.2% |