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 | $18,670 | $67,984-72.5% | $65,493-71.5% | $74,304-74.9% |
| Participation rate | 29.8% | 66.3%-36.6pp | 73.1%-43.3pp | 60.3%-30.6pp |
| Annual return | 15.95% | 19.87%-3.9pp | 982.45%-966.5pp | 29.43%-13.5pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,400 | $3,346-58.2% | $3,961-64.6% | $3,767-62.8% |
| Admin fee / account holder | $2,261 | $1,373+64.7% | $5,028-55.0% | $2,969-23.8% |