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 | $15,993 | $105,181-84.8% | $159,436-90.0% | $85,850-81.4% |
| Participation rate | 28.6% | 75.8%-47.2pp | 82.8%-54.3pp | 69.3%-40.7pp |
| Annual return | 28.13% | 45.07%-16.9pp | 263.57%-235.4pp | 318.53%-290.4pp |
| Employer contribution / active EE | $762 | $3,318-77.0% | $4,829-84.2% | $2,565-70.3% |
| Participant deferral / active EE | $1,730 | $5,945-70.9% | $7,352-76.5% | $3,952-56.2% |
| Admin fee / account holder | $614 | $6,933-91.1% | $10,799-94.3% | $6,260-90.2% |