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 9-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 | $5,257 | $62,573-91.6% | $85,682-93.9% | $85,850-93.9% |
| Participation rate | 23.7% | 61.1%-37.5pp | 69.9%-46.2pp | 69.3%-45.6pp |
| Annual return | 20.52% | 23.77%-3.2pp | 21.49%-1.0pp | 318.53%-298.0pp |
| Employer contribution / active EE | $291 | $1,757-83.4% | $2,618-88.9% | $2,565-88.6% |
| Participant deferral / active EE | $1,160 | $2,802-58.6% | $3,923-70.4% | $3,952-70.6% |
| Admin fee / account holder | $699 | $4,640-84.9% | $6,873-89.8% | $6,260-88.8% |