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 | $23,244 | $78,485-70.4% | $106,213-78.1% | $74,495-68.8% |
| Participation rate | 42.0% | 72.8%-30.8pp | 75.3%-33.3pp | 67.2%-25.2pp |
| Annual return | 11.56% | 15.95%-4.4pp | 116.14%-104.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $301 | $2,523-88.1% | $3,171-90.5% | $2,623-88.5% |
| Participant deferral / active EE | $2,067 | $4,322-52.2% | $5,016-58.8% | $4,346-52.4% |
| Admin fee / account holder | $3,943 | $2,232+76.7% | $11,033-64.3% | $1,942+103.1% |