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 | $8,005 | $84,936-90.6% | $111,297-92.8% | $79,386-89.9% |
| Participation rate | 33.3% | 75.9%-42.5pp | 77.3%-44.0pp | 70.7%-37.4pp |
| Annual return | 58.70% | 17.45%+41.2pp | 54.65%+4.1pp | 116.85%-58.1pp |
| Employer contribution / active EE | $611 | $1,979-69.1% | $2,731-77.6% | $2,427-74.8% |
| Participant deferral / active EE | $1,311 | $3,888-66.3% | $4,487-70.8% | $4,046-67.6% |
| Admin fee / account holder | $1,112 | $537+107.1% | $7,964-86.0% | $626+77.6% |