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 | $22,163 | $209,411-89.4% | $178,490-87.6% | $158,922-86.1% |
| Participation rate | 30.4% | 86.3%-55.9pp | 81.9%-51.5pp | 82.0%-51.5pp |
| Annual return | 19.11% | 188.75%-169.6pp | 151.07%-132.0pp | 302.83%-283.7pp |
| Employer contribution / active EE | $459 | $5,706-92.0% | $5,011-90.8% | $4,761-90.4% |
| Participant deferral / active EE | $2,571 | $5,954-56.8% | $5,202-50.6% | $5,982-57.0% |
| Admin fee / account holder | $816 | $17,074-95.2% | $13,984-94.2% | $11,246-92.7% |