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 8-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 | $10,816 | $85,202-87.3% | $172,739-93.7% | $72,985-85.2% |
| Participation rate | 46.9% | 70.1%-23.2pp | 82.6%-35.8pp | 69.5%-22.6pp |
| Annual return | 40.43% | 27.32%+13.1pp | 802.84%-762.4pp | 81.00%-40.6pp |
| Employer contribution / active EE | $99 | $3,324-97.0% | $5,143-98.1% | $2,440-96.0% |
| Participant deferral / active EE | $1,346 | $3,260-58.7% | $5,198-74.1% | $3,607-62.7% |
| Admin fee / account holder | $627 | $5,884-89.3% | $13,954-95.5% | $5,124-87.8% |