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 9-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 | $13,086 | $85,202-84.6% | $172,739-92.4% | $72,985-82.1% |
| Participation rate | 9.6% | 70.1%-60.5pp | 82.6%-73.1pp | 69.5%-59.9pp |
| Annual return | 31.35% | 27.32%+4.0pp | 802.84%-771.5pp | 81.00%-49.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,040 | $3,260-37.4% | $5,198-60.8% | $3,607-43.5% |
| Admin fee / account holder | $1,025 | $5,884-82.6% | $13,954-92.7% | $5,124-80.0% |