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 | $19,777 | $137,414-85.6% | $189,513-89.6% | $85,850-77.0% |
| Participation rate | 67.7% | 84.6%-16.9pp | 87.8%-20.1pp | 69.3%-1.6pp |
| Annual return | 13.54% | 38.14%-24.6pp | 555.15%-541.6pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,394 | $4,344-67.9% | $6,162-77.4% | $2,565-45.7% |
| Participant deferral / active EE | $2,029 | $6,260-67.6% | $8,221-75.3% | $3,952-48.7% |
| Admin fee / account holder | $2,050 | $8,630-76.2% | $12,045-83.0% | $6,260-67.3% |