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 | $8,614 | $54,350-84.2% | $82,719-89.6% | $68,494-87.4% |
| Participation rate | 26.3% | 63.9%-37.6pp | 72.6%-46.2pp | 67.9%-41.6pp |
| Annual return | -9.36% | -13.67%+4.3pp | 701.18%-710.5pp | -7.84%-1.5pp |
| Employer contribution / active EE | $263 | $2,218-88.1% | $3,009-91.2% | $2,596-89.9% |
| Participant deferral / active EE | $443 | $3,246-86.3% | $4,395-89.9% | $4,027-89.0% |
| Admin fee / account holder | $1,784 | $4,395-59.4% | $5,329-66.5% | $5,403-67.0% |