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 9-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 | $36,491 | $119,446-69.4% | $150,045-75.7% | $85,563-57.4% |
| Participation rate | 9.1% | 75.4%-66.3pp | 82.3%-73.2pp | 66.0%-56.9pp |
| Annual return | 18.12% | 23.72%-5.6pp | 62.55%-44.4pp | 31.51%-13.4pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $691 | $7,985-91.3% | $7,997-91.4% | $4,375-84.2% |
| Admin fee / account holder | $1,411 | $548+157.7% | $13,435-89.5% | $834+69.1% |