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 10-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 | $10,833 | $180,449-94.0% | $154,107-93.0% | $135,375-92.0% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -5.95% | 888.09%-894.0pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $988 | $6,035-83.6% | $5,298-81.3% | $4,779-79.3% |
| Participant deferral / active EE | $3,235 | $5,806-44.3% | $5,081-36.3% | $5,609-42.3% |
| Admin fee / account holder | $1,676 | $16,143-89.6% | $13,411-87.5% | $10,827-84.5% |