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 | $11,507 | $89,355-87.1% | $141,162-91.8% | $72,985-84.2% |
| Participation rate | 5.7% | 75.1%-69.5pp | 82.5%-76.8pp | 69.5%-63.8pp |
| Annual return | 35.33% | 111.85%-76.5pp | 71.39%-36.1pp | 81.00%-45.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $416 | $5,418-92.3% | $6,709-93.8% | $3,607-88.5% |
| Admin fee / account holder | $1,293 | $5,958-78.3% | $10,261-87.4% | $5,124-74.8% |