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 5-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 | $5,828 | $190,805-96.9% | $159,960-96.4% | $134,475-95.7% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -18.91% | 552.23%-571.1pp | 408.60%-427.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $496 | $4,995-90.1% | $4,226-88.3% | $4,740-89.5% |
| Participant deferral / active EE | $1,988 | $6,923-71.3% | $6,182-67.8% | $6,400-68.9% |
| Admin fee / account holder | $1,455 | $10,471-86.1% | $8,698-83.3% | $11,426-87.3% |