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 | $16,027 | $198,466-91.9% | $170,442-90.6% | $147,584-89.1% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 9.52% | 257.29%-247.8pp | 205.93%-196.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $873 | $6,184-85.9% | $5,433-83.9% | $4,876-82.1% |
| Participant deferral / active EE | $5,599 | $5,629-0.5% | $4,939+13.3% | $5,439+2.9% |
| Admin fee / account holder | $1,117 | $16,852-93.4% | $13,880-92.0% | $10,885-89.7% |