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 9-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 | $19,609 | $209,411-90.6% | $178,490-89.0% | $158,922-87.7% |
| Participation rate | 30.4% | 86.3%-55.9pp | 81.9%-51.5pp | 82.0%-51.5pp |
| Annual return | 27.21% | 188.75%-161.5pp | 151.07%-123.9pp | 302.83%-275.6pp |
| Employer contribution / active EE | $916 | $5,706-83.9% | $5,011-81.7% | $4,761-80.8% |
| Participant deferral / active EE | $2,507 | $5,954-57.9% | $5,202-51.8% | $5,982-58.1% |
| Admin fee / account holder | $624 | $17,074-96.3% | $13,984-95.5% | $11,246-94.5% |