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 | $15,417 | $85,766-82.0% | $136,294-88.7% | $70,131-78.0% |
| Participation rate | 44.4% | 74.2%-29.7pp | 81.9%-37.5pp | 69.5%-25.1pp |
| Annual return | 152.07% | 31.45%+120.6pp | 5155.94%-5003.9pp | 73.14%+78.9pp |
| Employer contribution / active EE | $4 | $2,966-99.9% | $4,695-99.9% | $2,342-99.8% |
| Participant deferral / active EE | $5,050 | $5,0510% | $6,247-19.2% | $3,332+51.6% |
| Admin fee / account holder | $1,753 | $5,420-67.7% | $9,243-81.0% | $4,645-62.3% |