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 | $18,534 | $68,547-73.0% | $120,354-84.6% | $80,856-77.1% |
| Participation rate | 35.0% | 61.6%-26.6pp | 71.9%-36.9pp | 67.6%-32.6pp |
| Annual return | 12.14% | 23.60%-11.5pp | 107.15%-95.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,448 | $3,173-54.4% | $4,991-71.0% | $4,296-66.3% |
| Admin fee / account holder | $3,575 | $5,732-37.6% | $9,423-62.1% | $6,918-48.3% |