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 8-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 | $16,406 | $228,332-92.8% | $185,823-91.2% | $158,922-89.7% |
| Participation rate | 52.4% | 82.3%-29.9pp | 78.0%-25.6pp | 82.0%-29.6pp |
| Annual return | 19.48% | 40.80%-21.3pp | 35.95%-16.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $497 | $4,967-90.0% | $4,087-87.8% | $4,761-89.6% |
| Participant deferral / active EE | $3,066 | $6,415-52.2% | $5,632-45.6% | $5,982-48.8% |
| Admin fee / account holder | $2,491 | $11,864-79.0% | $9,500-73.8% | $11,246-77.9% |