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 5-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 | $9,380 | $76,050-87.7% | $96,544-90.3% | $71,457-86.9% |
| Participation rate | 12.8% | 74.4%-61.6pp | 76.0%-63.1pp | 67.9%-55.1pp |
| Annual return | 68.18% | 22.81%+45.4pp | 25.84%+42.3pp | 28.85%+39.3pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $371 | $4,215-91.2% | $4,851-92.4% | $4,289-91.4% |
| Admin fee / account holder | $341 | $2,707-87.4% | $8,252-95.9% | $1,587-78.5% |