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 10-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 | $9,104 | $171,164-94.7% | $127,761-92.9% | $152,861-94.0% |
| Participation rate | 25.0% | 83.4%-58.4pp | 79.0%-54.0pp | 82.4%-57.4pp |
| Annual return | 20.17% | 23.54%-3.4pp | 26.14%-6.0pp | 345.32%-325.2pp |
| Employer contribution / active EE | $0 | $5,447-100.0% | $4,574-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,711 | $7,038-75.7% | $6,021-71.6% | $5,850-70.8% |
| Admin fee / account holder | $2,262 | $14,530-84.4% | $9,395-75.9% | $11,596-80.5% |