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 | $9,158 | $58,577-84.4% | $83,333-89.0% | $64,186-85.7% |
| Participation rate | 68.8% | 72.0%-3.3pp | 77.8%-9.0pp | 69.6%-0.8pp |
| Annual return | 41.98% | 9.65%+32.3pp | 10.63%+31.3pp | 7.63%+34.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,104 | $4,654+52.6% | $5,565+27.7% | $3,470+104.8% |
| Admin fee / account holder | $342 | $9,275-96.3% | $7,510-95.4% | $4,888-93.0% |