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 | $10,933 | $226,064-95.2% | $182,532-94.0% | $152,861-92.8% |
| Participation rate | 8.3% | 82.5%-74.1pp | 78.0%-69.6pp | 82.4%-74.1pp |
| Annual return | 12.04% | 192.51%-180.5pp | 148.54%-136.5pp | 345.32%-333.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $114 | $6,368-98.2% | $5,524-97.9% | $5,850-98.1% |
| Admin fee / account holder | $529 | $10,703-95.1% | $8,592-93.8% | $11,596-95.4% |