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 4-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 | $6,433 | $44,960-85.7% | $84,966-92.4% | $74,495-91.4% |
| Participation rate | 20.2% | 49.4%-29.2pp | 67.5%-47.3pp | 67.2%-47.0pp |
| Annual return | 15.20% | 26.24%-11.0pp | 66.38%-51.2pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $972 | $2,731-64.4% | $4,519-78.5% | $4,346-77.6% |
| Admin fee / account holder | $864 | $2,209-60.9% | $6,149-86.0% | $1,942-55.5% |