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 | $3,244 | $49,451-93.4% | $79,550-95.9% | $66,914-95.2% |
| Participation rate | 48.1% | 61.3%-13.2pp | 69.5%-21.4pp | 69.8%-21.7pp |
| Annual return | -17.38% | 84.25%-101.6pp | 0.16%-17.5pp | 1.58%-19.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $456 | $3,159-85.6% | $3,985-88.6% | $4,237-89.2% |
| Admin fee / account holder | $388 | $595-34.7% | $6,832-94.3% | $593-34.5% |