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 | $8,062 | $67,703-88.1% | $127,761-93.7% | $65,185-87.6% |
| Participation rate | 26.7% | 74.5%-47.8pp | 79.0%-52.3pp | 70.2%-43.5pp |
| Annual return | 163.27% | 24.36%+138.9pp | 26.14%+137.1pp | 29.38%+133.9pp |
| Employer contribution / active EE | $0 | $3,724-100.0% | $4,574-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $893 | $4,787-81.3% | $6,021-85.2% | $3,514-74.6% |
| Admin fee / account holder | $532 | $618-14.0% | $9,395-94.3% | $847-37.2% |