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 | $3,072 | $114,047-97.3% | $96,139-96.8% | $167,490-98.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 14.10% | 189.88%-175.8pp | 191.94%-177.8pp | 478.56%-464.5pp |
| Employer contribution / active EE | $301 | $3,427-91.2% | $2,797-89.2% | $4,837-93.8% |
| Participant deferral / active EE | $701 | $5,194-86.5% | $4,349-83.9% | $6,341-88.9% |
| Admin fee / account holder | $529 | $6,897-92.3% | $5,537-90.4% | $12,309-95.7% |