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 | $12,678 | $89,355-85.8% | $141,162-91.0% | $72,985-82.6% |
| Participation rate | 58.3% | 75.1%-16.8pp | 82.5%-24.1pp | 69.5%-11.2pp |
| Annual return | 48.07% | 111.85%-63.8pp | 71.39%-23.3pp | 81.00%-32.9pp |
| Employer contribution / active EE | $24 | $3,114-99.2% | $4,735-99.5% | $2,440-99.0% |
| Participant deferral / active EE | $3,272 | $5,418-39.6% | $6,709-51.2% | $3,607-9.3% |
| Admin fee / account holder | $917 | $5,958-84.6% | $10,261-91.1% | $5,124-82.1% |