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 6-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 | $13,028 | $102,317-87.3% | $146,958-91.1% | $80,856-83.9% |
| Participation rate | 62.9% | 75.8%-13.0pp | 82.2%-19.3pp | 67.6%-4.8pp |
| Annual return | 12.71% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $916 | $3,713-75.3% | $4,933-81.4% | $2,755-66.7% |
| Participant deferral / active EE | $2,555 | $6,644-61.5% | $8,070-68.3% | $4,296-40.5% |
| Admin fee / account holder | $2,765 | $7,941-65.2% | $12,998-78.7% | $6,918-60.0% |