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 | $12,706 | $124,319-89.8% | $111,297-88.6% | $167,490-92.4% |
| Participation rate | 9.1% | 79.6%-70.5pp | 77.3%-68.2pp | 82.1%-73.0pp |
| Annual return | 17.52% | 37.44%-19.9pp | 54.65%-37.1pp | 478.56%-461.0pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $148 | $5,180-97.1% | $4,487-96.7% | $6,341-97.7% |
| Admin fee / account holder | $408 | $10,618-96.2% | $7,964-94.9% | $12,309-96.7% |