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 3-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 | $19,268 | $106,028-81.8% | $146,958-86.9% | $77,643-75.2% |
| Participation rate | 44.8% | 78.4%-33.6pp | 82.2%-37.4pp | 70.6%-25.8pp |
| Annual return | 15.26% | 56.73%-41.5pp | 418.34%-403.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,563 | $4,063-61.5% | $4,933-68.3% | $2,726-42.7% |
| Participant deferral / active EE | $2,790 | $7,990-65.1% | $8,070-65.4% | $4,647-40.0% |
| Admin fee / account holder | $970 | $337+187.5% | $12,998-92.5% | $430+125.4% |