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 | $28,002 | $76,050-63.2% | $96,544-71.0% | $71,457-60.8% |
| Participation rate | 42.3% | 74.4%-32.1pp | 76.0%-33.7pp | 67.9%-25.6pp |
| Annual return | 18.36% | 22.81%-4.5pp | 25.84%-7.5pp | 28.85%-10.5pp |
| Employer contribution / active EE | $727 | $2,244-67.6% | $2,965-75.5% | $2,588-71.9% |
| Participant deferral / active EE | $2,476 | $4,215-41.3% | $4,851-49.0% | $4,289-42.3% |
| Admin fee / account holder | $525 | $2,707-80.6% | $8,252-93.6% | $1,587-66.9% |