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 | $7,932 | $112,096-92.9% | $95,952-91.7% | $158,922-95.0% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 23.79% | 171.09%-147.3pp | 91.61%-67.8pp | 302.83%-279.0pp |
| Employer contribution / active EE | $425 | $3,198-86.7% | $2,541-83.3% | $4,761-91.1% |
| Participant deferral / active EE | $2,251 | $4,784-53.0% | $4,167-46.0% | $5,982-62.4% |
| Admin fee / account holder | $704 | $10,130-93.1% | $6,795-89.6% | $11,246-93.7% |