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 7-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 | $30,384 | $101,317-70.0% | $146,958-79.3% | $74,495-59.2% |
| Participation rate | 34.5% | 75.5%-41.0pp | 82.2%-47.7pp | 67.2%-32.7pp |
| Annual return | 22.40% | 8730.91%-8708.5pp | 418.34%-395.9pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $2,954 | $3,810-22.5% | $4,933-40.1% | $2,623+12.6% |
| Participant deferral / active EE | $1,941 | $7,303-73.4% | $8,070-76.0% | $4,346-55.3% |
| Admin fee / account holder | $479 | $1,739-72.4% | $12,998-96.3% | $1,942-75.3% |