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 5-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 | $15,029 | $78,926-81.0% | $136,749-89.0% | $84,808-82.3% |
| Participation rate | 50.7% | 62.2%-11.5pp | 72.1%-21.5pp | 68.3%-17.6pp |
| Annual return | 19.98% | 18.17%+1.8pp | 24.33%-4.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $219 | $2,134-89.7% | $3,400-93.6% | $2,631-91.7% |
| Participant deferral / active EE | $1,344 | $3,168-57.6% | $4,692-71.4% | $4,212-68.1% |
| Admin fee / account holder | $423 | $6,369-93.4% | $11,386-96.3% | $7,344-94.2% |