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 4-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 | $7,153 | $29,548-75.8% | $56,411-87.3% | $77,643-90.8% |
| Participation rate | 10.2% | 32.7%-22.5pp | 52.5%-42.2pp | 70.6%-60.4pp |
| Annual return | 16.29% | 19.01%-2.7pp | 1701.33%-1685.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $481 | $1,061-54.7% | $1,952-75.4% | $4,647-89.7% |
| Admin fee / account holder | $1,245 | $1,046+19.0% | $2,829-56.0% | $430+189.2% |