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 | $24,246 | $148,978-83.7% | $200,582-87.9% | $84,808-71.4% |
| Participation rate | 51.8% | 84.2%-32.4pp | 86.9%-35.1pp | 68.3%-16.5pp |
| Annual return | 29.02% | 28.16%+0.9pp | 42.33%-13.3pp | 40.90%-11.9pp |
| Employer contribution / active EE | $207 | $4,815-95.7% | $6,419-96.8% | $2,631-92.1% |
| Participant deferral / active EE | $3,336 | $7,142-53.3% | $9,331-64.3% | $4,212-20.8% |
| Admin fee / account holder | $1,922 | $13,977-86.3% | $16,305-88.2% | $7,344-73.8% |