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 | $15,822 | $105,181-85.0% | $159,436-90.1% | $85,850-81.6% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.8%-14.4pp | 69.3%-0.9pp |
| Annual return | 18.85% | 45.07%-26.2pp | 263.57%-244.7pp | 318.53%-299.7pp |
| Employer contribution / active EE | $1,541 | $3,318-53.5% | $4,829-68.1% | $2,565-39.9% |
| Participant deferral / active EE | $2,148 | $5,945-63.9% | $7,352-70.8% | $3,952-45.6% |
| Admin fee / account holder | $4,637 | $6,933-33.1% | $10,799-57.1% | $6,260-25.9% |