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 7-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 | $24,077 | $95,803-74.9% | $113,168-78.7% | $84,808-71.6% |
| Participation rate | 55.9% | 72.9%-16.9pp | 76.6%-20.6pp | 68.3%-12.4pp |
| Annual return | 12.70% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $303 | $2,360-87.2% | $2,975-89.8% | $2,631-88.5% |
| Participant deferral / active EE | $1,993 | $4,242-53.0% | $5,107-61.0% | $4,212-52.7% |
| Admin fee / account holder | $1,936 | $8,989-78.5% | $12,068-84.0% | $7,344-73.6% |