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 | $10,230 | $85,202-88.0% | $172,739-94.1% | $72,985-86.0% |
| Participation rate | 69.4% | 70.1%-0.7pp | 82.6%-13.3pp | 69.5%-0.1pp |
| Annual return | 23.96% | 27.32%-3.4pp | 802.84%-778.9pp | 81.00%-57.0pp |
| Employer contribution / active EE | $103 | $3,324-96.9% | $5,143-98.0% | $2,440-95.8% |
| Participant deferral / active EE | $2,788 | $3,260-14.5% | $5,198-46.4% | $3,607-22.7% |
| Admin fee / account holder | $525 | $5,884-91.1% | $13,954-96.2% | $5,124-89.8% |