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 4-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 | $7,828 | $54,701-85.7% | $86,188-90.9% | $71,457-89.0% |
| Participation rate | 26.9% | 60.1%-33.2pp | 69.0%-42.0pp | 67.9%-41.0pp |
| Annual return | 20.33% | 20.06%+0.3pp | 1168.45%-1148.1pp | 28.85%-8.5pp |
| Employer contribution / active EE | $512 | $1,265-59.5% | $2,380-78.5% | $2,588-80.2% |
| Participant deferral / active EE | $1,058 | $3,108-66.0% | $3,985-73.5% | $4,289-75.3% |
| Admin fee / account holder | $1,514 | $1,922-21.2% | $6,852-77.9% | $1,587-4.6% |