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 | $12,621 | $104,475-87.9% | $159,436-92.1% | $79,386-84.1% |
| Participation rate | 50.0% | 76.6%-26.6pp | 82.8%-32.8pp | 70.7%-20.7pp |
| Annual return | 26.09% | 67.95%-41.9pp | 263.57%-237.5pp | 116.85%-90.8pp |
| Employer contribution / active EE | $1,560 | $3,417-54.4% | $4,829-67.7% | $2,427-35.8% |
| Participant deferral / active EE | $2,180 | $6,467-66.3% | $7,352-70.3% | $4,046-46.1% |
| Admin fee / account holder | $1,989 | $711+179.7% | $10,799-81.6% | $626+217.6% |