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 | $14,982 | $89,355-83.2% | $141,162-89.4% | $72,985-79.5% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.5%-24.8pp | 69.5%-11.8pp |
| Annual return | 26.24% | 111.85%-85.6pp | 71.39%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $493 | $3,114-84.2% | $4,735-89.6% | $2,440-79.8% |
| Participant deferral / active EE | $2,420 | $5,418-55.3% | $6,709-63.9% | $3,607-32.9% |
| Admin fee / account holder | $1,723 | $5,958-71.1% | $10,261-83.2% | $5,124-66.4% |