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 | $12,020 | $54,762-78.1% | $90,281-86.7% | $72,985-83.5% |
| Participation rate | 66.0% | 65.1%+0.8pp | 73.3%-7.3pp | 69.5%-3.5pp |
| Annual return | 24.33% | 30.63%-6.3pp | 78.10%-53.8pp | 81.00%-56.7pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,154 | $2,887+43.9% | $3,885+6.9% | $3,607+15.1% |
| Admin fee / account holder | $1,793 | $3,972-54.9% | $5,351-66.5% | $5,124-65.0% |