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 | $5,658 | $49,915-88.7% | $154,803-96.3% | $74,304-92.4% |
| Participation rate | 19.5% | 54.0%-34.4pp | 78.1%-58.5pp | 60.3%-40.8pp |
| Annual return | 43.95% | 34.06%+9.9pp | 58.88%-14.9pp | 29.43%+14.5pp |
| Employer contribution / active EE | $102 | $1,611-93.7% | $4,305-97.6% | $2,241-95.5% |
| Participant deferral / active EE | $669 | $2,255-70.3% | $5,540-87.9% | $3,767-82.2% |
| Admin fee / account holder | $2,440 | $2,189+11.5% | $14,329-83.0% | $2,969-17.8% |