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 | $19,007 | $157,256-87.9% | $141,162-86.5% | $152,861-87.6% |
| Participation rate | 52.4% | 84.8%-32.4pp | 82.5%-30.1pp | 82.4%-30.1pp |
| Annual return | 25.10% | 64.32%-39.2pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,301 | $7,109-67.6% | $6,709-65.7% | $5,850-60.7% |
| Admin fee / account holder | $2,772 | $12,120-77.1% | $10,261-73.0% | $11,596-76.1% |