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 7-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 | $17,322 | $50,666-65.8% | $76,817-77.5% | $65,185-73.4% |
| Participation rate | 5.6% | 68.8%-63.2pp | 72.1%-66.5pp | 70.2%-64.6pp |
| Annual return | 28.51% | 28.51%0pp | 1166.11%-1137.6pp | 29.38%-0.9pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $648 | $2,647-75.5% | $3,336-80.6% | $3,514-81.6% |
| Admin fee / account holder | $1,143 | $463+146.9% | $6,420-82.2% | $847+34.9% |