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 | $27,387 | $148,978-81.6% | $200,582-86.3% | $84,808-67.7% |
| Participation rate | 58.6% | 84.2%-25.6pp | 86.9%-28.3pp | 68.3%-9.7pp |
| Annual return | 22.62% | 28.16%-5.5pp | 42.33%-19.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,758 | $7,142-33.4% | $9,331-49.0% | $4,212+13.0% |
| Admin fee / account holder | $311 | $13,977-97.8% | $16,305-98.1% | $7,344-95.8% |