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 3-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 | $21,229 | $102,317-79.3% | $146,958-85.6% | $80,856-73.7% |
| Participation rate | 32.3% | 75.8%-43.6pp | 82.2%-49.9pp | 67.6%-35.4pp |
| Annual return | 77.38% | 134.76%-57.4pp | 418.34%-341.0pp | 35.59%+41.8pp |
| Employer contribution / active EE | $16 | $3,713-99.6% | $4,933-99.7% | $2,755-99.4% |
| Participant deferral / active EE | $2,987 | $6,644-55.0% | $8,070-63.0% | $4,296-30.5% |
| Admin fee / account holder | $620 | $7,941-92.2% | $12,998-95.2% | $6,918-91.0% |