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 6-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 | $5,309 | $165,335-96.8% | $149,696-96.5% | $158,922-96.7% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 79.51% | 348.15%-268.6pp | 276.60%-197.1pp | 302.83%-223.3pp |
| Employer contribution / active EE | $1,580 | $5,103-69.0% | $4,644-66.0% | $4,761-66.8% |
| Participant deferral / active EE | $1,837 | $7,181-74.4% | $6,842-73.1% | $5,982-69.3% |
| Admin fee / account holder | $1,208 | $10,807-88.8% | $9,309-87.0% | $11,246-89.3% |