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 | $18,642 | $63,346-70.6% | $92,233-79.8% | $70,131-73.4% |
| Participation rate | 43.5% | 68.7%-25.1pp | 76.5%-32.9pp | 69.5%-26.0pp |
| Annual return | 21.09% | 530.12%-509.0pp | 176.28%-155.2pp | 73.14%-52.1pp |
| Employer contribution / active EE | $311 | $2,471-87.4% | $3,679-91.5% | $2,342-86.7% |
| Participant deferral / active EE | $2,737 | $2,854-4.1% | $3,897-29.8% | $3,332-17.8% |
| Admin fee / account holder | $842 | $3,840-78.1% | $5,194-83.8% | $4,645-81.9% |