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 8-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 | $21,905 | $98,750-77.8% | $149,696-85.4% | $79,858-72.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 54.69% | 27.43%+27.3pp | 276.60%-221.9pp | 31.71%+23.0pp |
| Employer contribution / active EE | $433 | $3,216-86.6% | $4,644-90.7% | $2,471-82.5% |
| Participant deferral / active EE | $2,543 | $5,680-55.2% | $6,842-62.8% | $3,740-32.0% |
| Admin fee / account holder | $1,612 | $6,053-73.4% | $9,309-82.7% | $5,306-69.6% |