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 3-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 | $19,742 | $209,411-90.6% | $178,490-88.9% | $158,922-87.6% |
| Participation rate | 21.1% | 86.3%-65.3pp | 81.9%-60.9pp | 82.0%-60.9pp |
| Annual return | 27.83% | 188.75%-160.9pp | 151.07%-123.2pp | 302.83%-275.0pp |
| Employer contribution / active EE | $1,096 | $5,706-80.8% | $5,011-78.1% | $4,761-77.0% |
| Participant deferral / active EE | $2,898 | $5,954-51.3% | $5,202-44.3% | $5,982-51.6% |
| Admin fee / account holder | $314 | $17,074-98.2% | $13,984-97.8% | $11,246-97.2% |