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 | $7,880 | $142,344-94.5% | $119,609-93.4% | $134,475-94.1% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | 57.26% | -12.44%+69.7pp | -14.97%+72.2pp | 417.96%-360.7pp |
| Employer contribution / active EE | $1,015 | $5,222-80.6% | $4,232-76.0% | $4,740-78.6% |
| Participant deferral / active EE | $2,604 | $6,469-59.7% | $5,602-53.5% | $6,400-59.3% |
| Admin fee / account holder | $397 | $13,584-97.1% | $10,323-96.2% | $11,426-96.5% |