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 6-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 | $20,352 | $79,171-74.3% | $102,423-80.1% | $74,495-72.7% |
| Participation rate | 39.4% | 74.8%-35.4pp | 76.5%-37.1pp | 67.2%-27.8pp |
| Annual return | 21.82% | 54.93%-33.1pp | 29.32%-7.5pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $949 | $2,362-59.8% | $3,023-68.6% | $2,623-63.8% |
| Participant deferral / active EE | $1,986 | $4,415-55.0% | $5,053-60.7% | $4,346-54.3% |
| Admin fee / account holder | $2,175 | $2,001+8.7% | $9,451-77.0% | $1,942+12.0% |