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 7-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 | $8,839 | $89,355-90.1% | $141,162-93.7% | $72,985-87.9% |
| Participation rate | 47.7% | 75.1%-27.4pp | 82.5%-34.7pp | 69.5%-21.8pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $828 | $3,114-73.4% | $4,735-82.5% | $2,440-66.1% |
| Participant deferral / active EE | $1,348 | $5,418-75.1% | $6,709-79.9% | $3,607-62.6% |
| Admin fee / account holder | $678 | $5,958-88.6% | $10,261-93.4% | $5,124-86.8% |