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 | $39,129 | $96,484-59.4% | $156,263-75.0% | $74,304-47.3% |
| Participation rate | 67.7% | 67.7%+0.1pp | 78.9%-11.2pp | 60.3%+7.4pp |
| Annual return | 16.87% | 17.73%-0.9pp | 59.47%-42.6pp | 29.43%-12.6pp |
| Employer contribution / active EE | $485 | $2,528-80.8% | $4,333-88.8% | $2,241-78.4% |
| Participant deferral / active EE | $3,697 | $4,286-13.7% | $6,158-40.0% | $3,767-1.9% |
| Admin fee / account holder | $4,559 | $3,728+22.3% | $14,255-68.0% | $2,969+53.6% |