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 | $9,010 | $105,181-91.4% | $159,436-94.3% | $85,850-89.5% |
| Participation rate | 52.8% | 75.8%-23.0pp | 82.8%-30.0pp | 69.3%-16.5pp |
| Annual return | 18.79% | 45.07%-26.3pp | 263.57%-244.8pp | 318.53%-299.7pp |
| Employer contribution / active EE | $693 | $3,318-79.1% | $4,829-85.6% | $2,565-73.0% |
| Participant deferral / active EE | $1,703 | $5,945-71.4% | $7,352-76.8% | $3,952-56.9% |
| Admin fee / account holder | $424 | $6,933-93.9% | $10,799-96.1% | $6,260-93.2% |