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 6-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 | $21,828 | $65,041-66.4% | $90,951-76.0% | $79,858-72.7% |
| Participation rate | 10.8% | 61.6%-50.9pp | 69.0%-58.3pp | 69.6%-58.9pp |
| Annual return | 487.35% | 30.45%+456.9pp | 134.60%+352.8pp | 31.71%+455.6pp |
| Employer contribution / active EE | $331 | $1,247-73.4% | $2,122-84.4% | $2,471-86.6% |
| Participant deferral / active EE | $505 | $2,512-79.9% | $3,373-85.0% | $3,740-86.5% |
| Admin fee / account holder | $1,754 | $4,536-61.3% | $5,959-70.6% | $5,306-67.0% |