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.
Participant 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 | $23,393 | $59,417-60.6% | $93,606-75.0% | $74,495-68.6% |
| Participation rate | 64.0% | 59.7%+4.3pp | 68.7%-4.7pp | 67.2%-3.2pp |
| Annual return | 13.04% | 81.83%-68.8pp | 133.20%-120.2pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $398 | $1,264-68.5% | $2,420-83.5% | $2,623-84.8% |
| Participant deferral / active EE | $1,262 | $3,050-58.6% | $4,411-71.4% | $4,346-71.0% |
| Admin fee / account holder | $2,880 | $3,021-4.7% | $8,285-65.2% | $1,942+48.3% |