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 8-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 | $8,161 | $84,487-90.3% | $125,339-93.5% | $66,914-87.8% |
| Participation rate | 14.7% | 76.4%-61.7pp | 82.4%-67.7pp | 69.8%-55.1pp |
| Annual return | 125.92% | -8.39%+134.3pp | 572.05%-446.1pp | 1.58%+124.3pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $360 | $6,781-94.7% | $7,446-95.2% | $4,237-91.5% |
| Admin fee / account holder | $1,711 | $685+149.7% | $10,010-82.9% | $593+188.3% |