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 | $10,465 | $133,922-92.2% | $116,228-91.0% | $142,382-92.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.6%-74.6pp | 80.1%-80.1pp |
| Annual return | 15.67% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,242 | $3,446-64.0% | $2,994-58.5% | $4,299-71.1% |
| Participant deferral / active EE | $1,416 | $5,672-75.0% | $4,953-71.4% | $6,507-78.2% |
| Admin fee / account holder | $534 | $14,945-96.4% | $11,989-95.5% | $12,624-95.8% |