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 | $14,059 | $52,519-73.2% | $155,790-91.0% | $59,632-76.4% |
| Participation rate | 36.2% | 61.7%-25.5pp | 76.1%-39.9pp | 68.7%-32.5pp |
| Annual return | 0.00% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $358 | $1,589-77.4% | $3,836-90.7% | $2,203-83.7% |
| Participant deferral / active EE | $444 | $3,084-85.6% | $4,797-90.7% | $3,192-86.1% |
| Admin fee / account holder | $1,311 | $3,540-63.0% | $7,478-82.5% | $4,297-69.5% |