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 10-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 | $26,149 | $91,552-71.4% | $133,956-80.5% | $79,858-67.3% |
| Participation rate | 68.9% | 73.3%-4.5pp | 79.8%-11.0pp | 69.6%-0.7pp |
| Annual return | 17.60% | 61.85%-44.2pp | 45.09%-27.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $261 | $2,384-89.0% | $3,919-93.3% | $2,471-89.4% |
| Participant deferral / active EE | $1,793 | $3,733-52.0% | $5,048-64.5% | $3,740-52.1% |
| Admin fee / account holder | $3,617 | $6,321-42.8% | $8,927-59.5% | $5,306-31.8% |