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.
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 | $37,021 | $106,028-65.1% | $146,958-74.8% | $77,643-52.3% |
| Participation rate | 43.3% | 78.4%-35.1pp | 82.2%-38.9pp | 70.6%-27.3pp |
| Annual return | 26.07% | 56.73%-30.7pp | 418.34%-392.3pp | 31.24%-5.2pp |
| Employer contribution / active EE | $1,419 | $4,063-65.1% | $4,933-71.2% | $2,726-47.9% |
| Participant deferral / active EE | $2,576 | $7,990-67.8% | $8,070-68.1% | $4,647-44.6% |
| Admin fee / account holder | $4,295 | $337+1172.8% | $12,998-67.0% | $430+898.0% |