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 3-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 | $25,466 | $148,978-82.9% | $200,582-87.3% | $84,808-70.0% |
| Participation rate | 51.1% | 84.2%-33.1pp | 86.9%-35.8pp | 68.3%-17.2pp |
| Annual return | 56.63% | 28.16%+28.5pp | 42.33%+14.3pp | 40.90%+15.7pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,479 | $7,142-23.3% | $9,331-41.3% | $4,212+30.1% |
| Admin fee / account holder | $4,233 | $13,977-69.7% | $16,305-74.0% | $7,344-42.4% |