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 | $3,144 | $60,892-94.8% | $82,389-96.2% | $84,808-96.3% |
| Participation rate | 61.2% | 63.3%-2.1pp | 69.5%-8.4pp | 68.3%-7.1pp |
| Annual return | 21.16% | 37.29%-16.1pp | 28.67%-7.5pp | 40.90%-19.7pp |
| Employer contribution / active EE | $135 | $1,779-92.4% | $2,517-94.6% | $2,631-94.9% |
| Participant deferral / active EE | $1,651 | $3,179-48.0% | $4,155-60.2% | $4,212-60.8% |
| Admin fee / account holder | $1,501 | $5,467-72.5% | $7,231-79.2% | $7,344-79.6% |