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 7-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 | $10,515 | $72,012-85.4% | $185,823-94.3% | $79,858-86.8% |
| Participation rate | 32.6% | 65.8%-33.2pp | 78.0%-45.5pp | 69.6%-37.1pp |
| Annual return | 32.64% | 23.12%+9.5pp | 35.95%-3.3pp | 31.71%+0.9pp |
| Employer contribution / active EE | $308 | $1,965-84.3% | $4,087-92.5% | $2,471-87.5% |
| Participant deferral / active EE | $1,976 | $3,779-47.7% | $5,632-64.9% | $3,740-47.2% |
| Admin fee / account holder | $754 | $4,513-83.3% | $9,500-92.1% | $5,306-85.8% |