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 | $10,400 | $81,632-87.3% | $70,449-85.2% | $158,922-93.5% |
| Participation rate | 53.8% | 77.7%-23.9pp | 75.1%-21.2pp | 82.0%-28.1pp |
| Annual return | 16.63% | 208.40%-191.8pp | 109.03%-92.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $125 | $3,217-96.1% | $2,737-95.4% | $4,761-97.4% |
| Participant deferral / active EE | $1,123 | $4,554-75.3% | $3,709-69.7% | $5,982-81.2% |
| Admin fee / account holder | $1,491 | $6,193-75.9% | $3,845-61.2% | $11,246-86.7% |