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 | $15,575 | $175,202-91.1% | $149,673-89.6% | $139,434-88.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 11.29% | 166.71%-155.4pp | 134.42%-123.1pp | 372.94%-361.6pp |
| Employer contribution / active EE | $488 | $5,474-91.1% | $4,818-89.9% | $4,751-89.7% |
| Participant deferral / active EE | $2,508 | $6,519-61.5% | $5,680-55.8% | $6,710-62.6% |
| Admin fee / account holder | $1,757 | $16,150-89.1% | $13,210-86.7% | $11,403-84.6% |