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 | $2,177 | $70,756-96.9% | $65,493-96.7% | $142,382-98.5% |
| Participation rate | 68.8% | 77.4%-8.6pp | 73.1%-4.3pp | 80.1%-11.4pp |
| Annual return | 20.92% | 1754.89%-1734.0pp | 982.45%-961.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $332 | $2,881-88.5% | $2,574-87.1% | $4,299-92.3% |
| Participant deferral / active EE | $449 | $4,637-90.3% | $3,961-88.7% | $6,507-93.1% |
| Admin fee / account holder | $473 | $6,559-92.8% | $5,028-90.6% | $12,624-96.3% |