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 | $5,433 | $81,248-93.3% | $155,509-96.5% | $80,856-93.3% |
| Participation rate | 52.1% | 66.2%-14.1pp | 78.2%-26.1pp | 67.6%-15.6pp |
| Annual return | 11.89% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,327 | $3,452-61.6% | $5,626-76.4% | $4,296-69.1% |
| Admin fee / account holder | $517 | $7,997-93.5% | $15,912-96.8% | $6,918-92.5% |