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 10-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 | $8,626 | $85,766-89.9% | $136,294-93.7% | $70,131-87.7% |
| Participation rate | 68.6% | 74.2%-5.6pp | 81.9%-13.3pp | 69.5%-1.0pp |
| Annual return | 15.68% | 31.45%-15.8pp | 5155.94%-5140.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $270 | $2,966-90.9% | $4,695-94.2% | $2,342-88.5% |
| Participant deferral / active EE | $2,649 | $5,051-47.6% | $6,247-57.6% | $3,332-20.5% |
| Admin fee / account holder | $1,095 | $5,420-79.8% | $9,243-88.2% | $4,645-76.4% |