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 | $7,516 | $62,573-88.0% | $85,682-91.2% | $85,850-91.2% |
| Participation rate | 55.7% | 61.1%-5.4pp | 69.9%-14.1pp | 69.3%-13.6pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $6,086 | $1,757+246.4% | $2,618+132.4% | $2,565+137.3% |
| Participant deferral / active EE | $241 | $2,802-91.4% | $3,923-93.9% | $3,952-93.9% |
| Admin fee / account holder | $521 | $4,640-88.8% | $6,873-92.4% | $6,260-91.7% |