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 9-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 | $21,243 | $101,317-79.0% | $146,958-85.5% | $74,495-71.5% |
| Participation rate | 49.4% | 75.5%-26.1pp | 82.2%-32.8pp | 67.2%-17.8pp |
| Annual return | 20.15% | 8730.91%-8710.8pp | 418.34%-398.2pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $1,217 | $3,810-68.1% | $4,933-75.3% | $2,623-53.6% |
| Participant deferral / active EE | $2,658 | $7,303-63.6% | $8,070-67.1% | $4,346-38.8% |
| Admin fee / account holder | $4,467 | $1,739+156.9% | $12,998-65.6% | $1,942+130.1% |