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 7-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 | $10,821 | $55,415-80.5% | $155,509-93.0% | $74,495-85.5% |
| Participation rate | 20.5% | 61.9%-41.4pp | 78.2%-57.6pp | 67.2%-46.7pp |
| Annual return | 11.23% | 268.50%-257.3pp | 64.67%-53.4pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $95 | $2,267-95.8% | $4,672-98.0% | $2,623-96.4% |
| Participant deferral / active EE | $892 | $2,836-68.6% | $5,626-84.2% | $4,346-79.5% |
| Admin fee / account holder | $1,267 | $1,738-27.1% | $15,912-92.0% | $1,942-34.7% |