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 | $16,988 | $65,561-74.1% | $86,188-80.3% | $75,163-77.4% |
| Participation rate | 29.5% | 60.5%-30.9pp | 69.0%-39.4pp | 67.2%-37.6pp |
| Annual return | 14.44% | 46.05%-31.6pp | 1168.45%-1154.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,605 | $3,024-46.9% | $3,985-59.7% | $4,125-61.1% |
| Admin fee / account holder | $1,883 | $5,474-65.6% | $6,852-72.5% | $5,651-66.7% |