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 | $6,938 | $189,613-96.3% | $167,512-95.9% | $142,382-95.1% |
| Participation rate | 57.1% | 80.1%-23.0pp | 77.1%-19.9pp | 80.1%-23.0pp |
| Annual return | 17.43% | 2024.68%-2007.2pp | 1615.79%-1598.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $377 | $4,349-91.3% | $3,882-90.3% | $4,299-91.2% |
| Participant deferral / active EE | $1,637 | $6,981-76.5% | $6,405-74.4% | $6,507-74.8% |
| Admin fee / account holder | $610 | $10,528-94.2% | $9,769-93.8% | $12,624-95.2% |