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 | $9,269 | $55,415-83.3% | $155,509-94.0% | $74,495-87.6% |
| Participation rate | 6.2% | 61.9%-55.7pp | 78.2%-72.0pp | 67.2%-61.0pp |
| Annual return | 0.00% | 268.50%-268.5pp | 64.67%-64.7pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $227 | $2,267-90.0% | $4,672-95.1% | $2,623-91.3% |
| Participant deferral / active EE | $831 | $2,836-70.7% | $5,626-85.2% | $4,346-80.9% |
| Admin fee / account holder | $425 | $1,738-75.5% | $15,912-97.3% | $1,942-78.1% |