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 4-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 | $6,470 | $108,919-94.1% | $100,391-93.6% | $145,922-95.6% |
| Participation rate | 6.3% | 82.9%-76.7pp | 81.5%-75.2pp | 80.3%-74.0pp |
| Annual return | 16.22% | 57.88%-41.7pp | 49.20%-33.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,709 | $4,419-61.3% | $3,942-56.6% | $4,660-63.3% |
| Participant deferral / active EE | $1,406 | $8,445-83.3% | $8,082-82.6% | $6,688-79.0% |
| Admin fee / account holder | $338 | $9,689-96.5% | $7,899-95.7% | $13,397-97.5% |