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 6-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 | $14,318 | $102,317-86.0% | $146,958-90.3% | $80,856-82.3% |
| Participation rate | 47.2% | 75.8%-28.6pp | 82.2%-34.9pp | 67.6%-20.4pp |
| Annual return | 44.04% | 134.76%-90.7pp | 418.34%-374.3pp | 35.59%+8.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,787 | $6,644-58.0% | $8,070-65.5% | $4,296-35.1% |
| Admin fee / account holder | $443 | $7,941-94.4% | $12,998-96.6% | $6,918-93.6% |