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 | $13,231 | $91,190-85.5% | $178,490-92.6% | $79,858-83.4% |
| Participation rate | 17.8% | 69.2%-51.4pp | 81.9%-64.1pp | 69.6%-51.9pp |
| Annual return | 25.28% | 24.19%+1.1pp | 151.07%-125.8pp | 31.71%-6.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $507 | $3,236-84.3% | $5,202-90.2% | $3,740-86.4% |
| Admin fee / account holder | $880 | $6,751-87.0% | $13,984-93.7% | $5,306-83.4% |