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 | $2,302 | $53,516-95.7% | $126,539-98.2% | $84,808-97.3% |
| Participation rate | 31.3% | 58.2%-27.0pp | 69.8%-38.6pp | 68.3%-37.1pp |
| Annual return | 22.42% | 58.34%-35.9pp | 425.95%-403.5pp | 40.90%-18.5pp |
| Employer contribution / active EE | $276 | $1,535-82.0% | $3,674-92.5% | $2,631-89.5% |
| Participant deferral / active EE | $301 | $2,671-88.7% | $4,083-92.6% | $4,212-92.8% |
| Admin fee / account holder | $1,333 | $4,497-70.4% | $6,065-78.0% | $7,344-81.8% |