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 7-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 | $10,236 | $82,664-87.6% | $125,339-91.8% | $68,494-85.1% |
| Participation rate | 65.9% | 75.0%-9.2pp | 82.4%-16.5pp | 67.9%-2.0pp |
| Annual return | -15.17% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,618 | $3,381-52.2% | $4,814-66.4% | $2,596-37.7% |
| Participant deferral / active EE | $2,326 | $6,110-61.9% | $7,446-68.8% | $4,027-42.2% |
| Admin fee / account holder | $1,834 | $6,275-70.8% | $10,010-81.7% | $5,403-66.1% |