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 | $18,583 | $80,753-77.0% | $136,294-86.4% | $62,292-70.2% |
| Participation rate | 45.3% | 73.5%-28.2pp | 81.9%-36.6pp | 69.5%-24.2pp |
| Annual return | 27.81% | 35.83%-8.0pp | 5155.94%-5128.1pp | 28.90%-1.1pp |
| Employer contribution / active EE | -$15 | $2,884-100.5% | $4,695-100.3% | $2,042-100.7% |
| Participant deferral / active EE | $4,571 | $5,164-11.5% | $6,247-26.8% | $3,169+44.2% |
| Admin fee / account holder | $2,441 | $525+364.6% | $9,243-73.6% | $479+409.3% |