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 8-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 | $12,638 | $118,680-89.4% | $98,907-87.2% | $158,922-92.0% |
| Participation rate | 42.9% | 77.8%-35.0pp | 76.0%-33.2pp | 82.0%-39.1pp |
| Annual return | 18.73% | 372.35%-353.6pp | 196.43%-177.7pp | 302.83%-284.1pp |
| Employer contribution / active EE | $309 | $3,333-90.7% | $2,689-88.5% | $4,761-93.5% |
| Participant deferral / active EE | $3,356 | $5,088-34.0% | $4,244-20.9% | $5,982-43.9% |
| Admin fee / account holder | $886 | $10,131-91.3% | $6,642-86.7% | $11,246-92.1% |