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 | $8,577 | $152,460-94.4% | $118,746-92.8% | $147,584-94.2% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.3%-78.3pp | 82.8%-82.8pp |
| Annual return | 29.33% | 17.41%+11.9pp | 24.54%+4.8pp | 578.55%-549.2pp |
| Employer contribution / active EE | $486 | $5,046-90.4% | $4,193-88.4% | $4,876-90.0% |
| Participant deferral / active EE | $2,980 | $6,212-52.0% | $5,332-44.1% | $5,439-45.2% |
| Admin fee / account holder | $378 | $16,953-97.8% | $10,720-96.5% | $10,885-96.5% |