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 5-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 | $6,559 | $57,281-88.6% | $86,612-92.4% | $75,163-91.3% |
| Participation rate | 61.8% | 63.2%-1.4pp | 71.7%-9.9pp | 67.2%-5.4pp |
| Annual return | 20.30% | 2670.75%-2650.4pp | 591.07%-570.8pp | 160.62%-140.3pp |
| Employer contribution / active EE | $231 | $2,314-90.0% | $3,022-92.4% | $2,670-91.4% |
| Participant deferral / active EE | $1,880 | $3,318-43.3% | $4,438-57.6% | $4,125-54.4% |
| Admin fee / account holder | $685 | $4,112-83.3% | $5,614-87.8% | $5,651-87.9% |