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 10-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 | $10,213 | $45,283-77.4% | $155,790-93.4% | $52,331-80.5% |
| Participation rate | 30.9% | 62.2%-31.3pp | 76.1%-45.2pp | 68.1%-37.2pp |
| Annual return | -1.51% | 1.80%-3.3pp | 71.54%-73.0pp | 4.54%-6.0pp |
| Employer contribution / active EE | $424 | $1,329-68.1% | $3,836-88.9% | $1,882-77.4% |
| Participant deferral / active EE | $853 | $2,854-70.1% | $4,797-82.2% | $3,022-71.8% |
| Admin fee / account holder | $1,464 | $981+49.3% | $7,478-80.4% | $592+147.5% |