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 | $19,466 | $101,317-80.8% | $146,958-86.8% | $74,495-73.9% |
| Participation rate | 66.3% | 75.5%-9.3pp | 82.2%-15.9pp | 67.2%-0.9pp |
| Annual return | 16.78% | 8730.91%-8714.1pp | 418.34%-401.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,559 | $7,303-65.0% | $8,070-68.3% | $4,346-41.1% |
| Admin fee / account holder | $1,187 | $1,739-31.7% | $12,998-90.9% | $1,942-38.9% |