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 4-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 | $7,636 | $101,317-92.5% | $146,958-94.8% | $74,495-89.7% |
| Participation rate | 37.4% | 75.5%-38.2pp | 82.2%-44.8pp | 67.2%-29.8pp |
| Annual return | 23.47% | 8730.91%-8707.4pp | 418.34%-394.9pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,162 | $7,303-84.1% | $8,070-85.6% | $4,346-73.3% |
| Admin fee / account holder | $1,159 | $1,739-33.3% | $12,998-91.1% | $1,942-40.3% |