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 | $15,848 | $59,107-73.2% | $86,436-81.7% | $68,494-76.9% |
| Participation rate | 58.3% | 75.2%-16.9pp | 80.3%-22.0pp | 67.9%-9.6pp |
| Annual return | -17.52% | -0.23%-17.3pp | 4394.89%-4412.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $181 | $2,519-92.8% | $3,769-95.2% | $2,596-93.0% |
| Participant deferral / active EE | $4,324 | $5,901-26.7% | $6,952-37.8% | $4,027+7.4% |
| Admin fee / account holder | $349 | $5,637-93.8% | $6,731-94.8% | $5,403-93.5% |