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 | $17,616 | $157,256-88.8% | $141,162-87.5% | $152,861-88.5% |
| Participation rate | 52.9% | 84.8%-31.9pp | 82.5%-29.5pp | 82.4%-29.5pp |
| Annual return | 73.04% | 64.32%+8.7pp | 71.39%+1.6pp | 345.32%-272.3pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,405 | $7,109-38.0% | $6,709-34.3% | $5,850-24.7% |
| Admin fee / account holder | $1,702 | $12,120-86.0% | $10,261-83.4% | $11,596-85.3% |