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 | $10,408 | $68,346-84.8% | $94,646-89.0% | $75,163-86.2% |
| Participation rate | 48.8% | 76.1%-27.3pp | 80.8%-32.0pp | 67.2%-18.4pp |
| Annual return | 16.17% | 616.93%-600.8pp | 156.71%-140.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,801 | $6,537-72.4% | $7,418-75.7% | $4,125-56.3% |
| Admin fee / account holder | $993 | $5,326-81.3% | $7,231-86.3% | $5,651-82.4% |