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 | $5,570 | $50,815-89.0% | $155,509-96.4% | $77,643-92.8% |
| Participation rate | 11.0% | 63.1%-52.1pp | 78.2%-67.2pp | 70.6%-59.5pp |
| Annual return | 99.28% | 34.80%+64.5pp | 64.67%+34.6pp | 31.24%+68.0pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $336 | $2,822-88.1% | $5,626-94.0% | $4,647-92.8% |
| Admin fee / account holder | $522 | $437+19.6% | $15,912-96.7% | $430+21.3% |