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 4-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 | $14,590 | $80,968-82.0% | $96,544-84.9% | $75,163-80.6% |
| Participation rate | 59.4% | 71.8%-12.4pp | 76.0%-16.6pp | 67.2%-7.8pp |
| Annual return | 87.94% | 27.06%+60.9pp | 25.84%+62.1pp | 160.62%-72.7pp |
| Employer contribution / active EE | $31 | $2,282-98.7% | $2,965-99.0% | $2,670-98.9% |
| Participant deferral / active EE | $5,401 | $3,928+37.5% | $4,851+11.3% | $4,125+30.9% |
| Admin fee / account holder | $435 | $6,724-93.5% | $8,252-94.7% | $5,651-92.3% |