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 | $2,723 | $49,922-94.5% | $80,569-96.6% | $75,163-96.4% |
| Participation rate | 61.4% | 55.3%+6.1pp | 67.0%-5.6pp | 67.2%-5.8pp |
| Annual return | 15.12% | 34.69%-19.6pp | 935.43%-920.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $140 | $1,698-91.7% | $2,723-94.8% | $2,670-94.7% |
| Participant deferral / active EE | $1,450 | $2,990-51.5% | $4,447-67.4% | $4,125-64.8% |
| Admin fee / account holder | $347 | $3,577-90.3% | $5,377-93.5% | $5,651-93.9% |