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 | $14,567 | $85,766-83.0% | $136,294-89.3% | $70,131-79.2% |
| Participation rate | 47.4% | 74.2%-26.8pp | 81.9%-34.6pp | 69.5%-22.2pp |
| Annual return | 24.97% | 31.45%-6.5pp | 5155.94%-5131.0pp | 73.14%-48.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,163 | $5,051-17.6% | $6,247-33.4% | $3,332+24.9% |
| Admin fee / account holder | $1,136 | $5,420-79.0% | $9,243-87.7% | $4,645-75.5% |