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 9-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 | $2,572 | $100,852-97.4% | $90,404-97.2% | $158,922-98.4% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 19.55% | 1724.20%-1704.7pp | 1293.02%-1273.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $184 | $3,689-95.0% | $3,262-94.4% | $4,761-96.1% |
| Participant deferral / active EE | $662 | $4,348-84.8% | $3,963-83.3% | $5,982-88.9% |
| Admin fee / account holder | $399 | $6,501-93.9% | $5,611-92.9% | $11,246-96.5% |