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 8-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 | $22,254 | $105,181-78.8% | $159,436-86.0% | $85,850-74.1% |
| Participation rate | 59.0% | 75.8%-16.8pp | 82.8%-23.8pp | 69.3%-10.3pp |
| Annual return | 12.77% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,620 | $3,318-51.2% | $4,829-66.5% | $2,565-36.8% |
| Participant deferral / active EE | $2,214 | $5,945-62.8% | $7,352-69.9% | $3,952-44.0% |
| Admin fee / account holder | $964 | $6,933-86.1% | $10,799-91.1% | $6,260-84.6% |