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 | $13,468 | $85,766-84.3% | $136,294-90.1% | $70,131-80.8% |
| Participation rate | 24.0% | 74.2%-50.2pp | 81.9%-57.9pp | 69.5%-45.5pp |
| Annual return | 17.11% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,457 | $5,051-71.2% | $6,247-76.7% | $3,332-56.3% |
| Admin fee / account holder | $467 | $5,420-91.4% | $9,243-94.9% | $4,645-89.9% |