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 | $6,236 | $57,281-89.1% | $86,612-92.8% | $75,163-91.7% |
| Participation rate | 5.1% | 63.2%-58.1pp | 71.7%-66.6pp | 67.2%-62.1pp |
| Annual return | 28.43% | 2670.75%-2642.3pp | 591.07%-562.6pp | 160.62%-132.2pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $145 | $3,318-95.6% | $4,438-96.7% | $4,125-96.5% |
| Admin fee / account holder | $392 | $4,112-90.5% | $5,614-93.0% | $5,651-93.1% |