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 | $6,375 | $53,165-88.0% | $86,188-92.6% | $74,419-91.4% |
| Participation rate | 24.6% | 64.9%-40.2pp | 69.0%-44.3pp | 70.7%-46.1pp |
| Annual return | 134.09% | 22.64%+111.4pp | 1168.45%-1034.4pp | 34.38%+99.7pp |
| Employer contribution / active EE | $558 | $1,210-53.9% | $2,380-76.6% | $2,637-78.8% |
| Participant deferral / active EE | $762 | $3,234-76.4% | $3,985-80.9% | $4,528-83.2% |
| Admin fee / account holder | $468 | $551-15.2% | $6,852-93.2% | $348+34.5% |