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 | $12,066 | $65,409-81.6% | $98,442-87.7% | $85,850-85.9% |
| Participation rate | 39.3% | 65.0%-25.7pp | 73.3%-34.1pp | 69.3%-30.0pp |
| Annual return | 13.79% | 21.76%-8.0pp | 1492.73%-1478.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $876 | $3,166-72.3% | $4,276-79.5% | $3,952-77.8% |
| Admin fee / account holder | $2,500 | $4,593-45.6% | $5,949-58.0% | $6,260-60.1% |