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 | $7,335 | $89,355-91.8% | $141,162-94.8% | $72,985-90.0% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 653.83% | 111.85%+542.0pp | 71.39%+582.4pp | 81.00%+572.8pp |
| Employer contribution / active EE | $1,504 | $3,114-51.7% | $4,735-68.2% | $2,440-38.4% |
| Participant deferral / active EE | $2,166 | $5,418-60.0% | $6,709-67.7% | $3,607-40.0% |
| Admin fee / account holder | $764 | $5,958-87.2% | $10,261-92.6% | $5,124-85.1% |