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 | $21,315 | $124,319-82.9% | $111,297-80.8% | $167,490-87.3% |
| Participation rate | 69.6% | 79.6%-10.0pp | 77.3%-7.7pp | 82.1%-12.5pp |
| Annual return | 20.85% | 37.44%-16.6pp | 54.65%-33.8pp | 478.56%-457.7pp |
| Employer contribution / active EE | $487 | $3,435-85.8% | $2,731-82.2% | $4,837-89.9% |
| Participant deferral / active EE | $3,503 | $5,180-32.4% | $4,487-21.9% | $6,341-44.8% |
| Admin fee / account holder | $609 | $10,618-94.3% | $7,964-92.4% | $12,309-95.1% |