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 | $16,545 | $67,984-75.7% | $65,493-74.7% | $74,304-77.7% |
| Participation rate | 34.5% | 66.3%-31.8pp | 73.1%-38.6pp | 60.3%-25.9pp |
| Annual return | 15.39% | 19.87%-4.5pp | 982.45%-967.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $522 | $2,491-79.1% | $2,574-79.7% | $2,241-76.7% |
| Participant deferral / active EE | $1,040 | $3,346-68.9% | $3,961-73.7% | $3,767-72.4% |
| Admin fee / account holder | $2,190 | $1,373+59.5% | $5,028-56.4% | $2,969-26.2% |