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 4-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 | $6,404 | $60,892-89.5% | $82,389-92.2% | $84,808-92.4% |
| Participation rate | 60.7% | 63.3%-2.6pp | 69.5%-8.8pp | 68.3%-7.6pp |
| Annual return | 22.08% | 37.29%-15.2pp | 28.67%-6.6pp | 40.90%-18.8pp |
| Employer contribution / active EE | $216 | $1,779-87.8% | $2,517-91.4% | $2,631-91.8% |
| Participant deferral / active EE | $1,796 | $3,179-43.5% | $4,155-56.8% | $4,212-57.4% |
| Admin fee / account holder | $1,393 | $5,467-74.5% | $7,231-80.7% | $7,344-81.0% |