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 | $6,494 | $53,777-87.9% | $134,143-95.2% | $79,858-91.9% |
| Participation rate | 41.7% | 58.8%-17.1pp | 72.2%-30.5pp | 69.6%-28.0pp |
| Annual return | 22.98% | 19.01%+4.0pp | 36.33%-13.4pp | 31.71%-8.7pp |
| Employer contribution / active EE | $148 | $1,321-88.8% | $3,704-96.0% | $2,471-94.0% |
| Participant deferral / active EE | $1,478 | $2,420-38.9% | $3,499-57.7% | $3,740-60.5% |
| Admin fee / account holder | $1,828 | $3,984-54.1% | $6,684-72.6% | $5,306-65.5% |