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 3-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 | $3,440 | $50,815-93.2% | $155,509-97.8% | $77,643-95.6% |
| Participation rate | 6.7% | 63.1%-56.4pp | 78.2%-71.4pp | 70.6%-63.8pp |
| Annual return | 22.99% | 34.80%-11.8pp | 64.67%-41.7pp | 31.24%-8.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $190 | $2,822-93.3% | $5,626-96.6% | $4,647-95.9% |
| Admin fee / account holder | $568 | $437+30.0% | $15,912-96.4% | $430+31.9% |