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 6-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 | $14,574 | $137,414-89.4% | $189,513-92.3% | $85,850-83.0% |
| Participation rate | 54.8% | 84.6%-29.9pp | 87.8%-33.0pp | 69.3%-14.6pp |
| Annual return | 46.78% | 38.14%+8.6pp | 555.15%-508.4pp | 318.53%-271.8pp |
| Employer contribution / active EE | $1,095 | $4,344-74.8% | $6,162-82.2% | $2,565-57.3% |
| Participant deferral / active EE | $4,418 | $6,260-29.4% | $8,221-46.3% | $3,952+11.8% |
| Admin fee / account holder | $453 | $8,630-94.7% | $12,045-96.2% | $6,260-92.8% |