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 6-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 | $17,209 | $53,053-67.6% | $126,539-86.4% | $74,304-76.8% |
| Participation rate | 25.6% | 48.0%-22.4pp | 69.8%-44.2pp | 60.3%-34.7pp |
| Annual return | 34.12% | 29.46%+4.7pp | 425.95%-391.8pp | 29.43%+4.7pp |
| Employer contribution / active EE | $213 | $1,168-81.8% | $3,674-94.2% | $2,241-90.5% |
| Participant deferral / active EE | $1,034 | $2,303-55.1% | $4,083-74.7% | $3,767-72.5% |
| Admin fee / account holder | $519 | $3,698-86.0% | $6,065-91.4% | $2,969-82.5% |