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 6-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 | $10,860 | $108,919-90.0% | $100,391-89.2% | $145,922-92.6% |
| Participation rate | 36.4% | 82.9%-46.6pp | 81.5%-45.1pp | 80.3%-43.9pp |
| Annual return | 11.93% | 57.88%-46.0pp | 49.20%-37.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $933 | $4,419-78.9% | $3,942-76.3% | $4,660-80.0% |
| Participant deferral / active EE | $1,274 | $8,445-84.9% | $8,082-84.2% | $6,688-81.0% |
| Admin fee / account holder | $2,183 | $9,689-77.5% | $7,899-72.4% | $13,397-83.7% |