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 | $9,989 | $86,944-88.5% | $107,525-90.7% | $74,304-86.6% |
| Participation rate | 36.8% | 59.6%-22.8pp | 75.1%-38.3pp | 60.3%-23.6pp |
| Annual return | 30.29% | 23.52%+6.8pp | 181.32%-151.0pp | 29.43%+0.9pp |
| Employer contribution / active EE | $664 | $2,757-75.9% | $3,754-82.3% | $2,241-70.4% |
| Participant deferral / active EE | $1,958 | $3,554-44.9% | $5,116-61.7% | $3,767-48.0% |
| Admin fee / account holder | $2,137 | $3,727-42.7% | $8,919-76.0% | $2,969-28.0% |