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 | $7,612 | $85,202-91.1% | $172,739-95.6% | $72,985-89.6% |
| Participation rate | 28.3% | 70.1%-41.8pp | 82.6%-54.4pp | 69.5%-41.2pp |
| Annual return | 22.01% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $392 | $3,324-88.2% | $5,143-92.4% | $2,440-83.9% |
| Participant deferral / active EE | $926 | $3,260-71.6% | $5,198-82.2% | $3,607-74.3% |
| Admin fee / account holder | $1,379 | $5,884-76.6% | $13,954-90.1% | $5,124-73.1% |