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 | $7,304 | $126,574-94.2% | $106,213-93.1% | $145,922-95.0% |
| Participation rate | 22.7% | 77.6%-54.9pp | 75.3%-52.6pp | 80.3%-57.5pp |
| Annual return | 15.21% | 224.79%-209.6pp | 116.14%-100.9pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,073 | $3,730-71.2% | $3,171-66.2% | $4,660-77.0% |
| Participant deferral / active EE | $1,262 | $5,724-77.9% | $5,016-74.8% | $6,688-81.1% |
| Admin fee / account holder | $1,995 | $17,304-88.5% | $11,033-81.9% | $13,397-85.1% |