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 | $8,732 | $62,573-86.0% | $85,682-89.8% | $85,850-89.8% |
| Participation rate | 47.7% | 61.1%-13.4pp | 69.9%-22.1pp | 69.3%-21.6pp |
| Annual return | 11.73% | 23.77%-12.0pp | 21.49%-9.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $77 | $1,757-95.6% | $2,618-97.1% | $2,565-97.0% |
| Participant deferral / active EE | $1,519 | $2,802-45.8% | $3,923-61.3% | $3,952-61.6% |
| Admin fee / account holder | $610 | $4,640-86.9% | $6,873-91.1% | $6,260-90.3% |