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 | $16,250 | $98,750-83.5% | $149,696-89.1% | $79,858-79.7% |
| Participation rate | 41.4% | 75.8%-34.4pp | 82.5%-41.1pp | 69.6%-28.3pp |
| Annual return | 50.68% | 27.43%+23.3pp | 276.60%-225.9pp | 31.71%+19.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,236 | $5,680-60.6% | $6,842-67.3% | $3,740-40.2% |
| Admin fee / account holder | $1,516 | $6,053-75.0% | $9,309-83.7% | $5,306-71.4% |