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 5-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 | $21,259 | $102,317-79.2% | $146,958-85.5% | $80,856-73.7% |
| Participation rate | 57.5% | 75.8%-18.3pp | 82.2%-24.7pp | 67.6%-10.1pp |
| Annual return | 15.78% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,058 | $3,713-71.5% | $4,933-78.5% | $2,755-61.6% |
| Participant deferral / active EE | $1,622 | $6,644-75.6% | $8,070-79.9% | $4,296-62.2% |
| Admin fee / account holder | $5,372 | $7,941-32.4% | $12,998-58.7% | $6,918-22.4% |