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 | $12,841 | $180,101-92.9% | $121,098-89.4% | - |
| Participation rate | 3.0% | 65.2%-62.2pp | 69.5%-66.5pp | - |
| Annual return | 32.50% | 26.55%+6.0pp | 985.75%-953.2pp | - |
| Employer contribution / active EE | $0 | $2,353-100.0% | $4,164-100.0% | - |
| Participant deferral / active EE | $266 | $4,104-93.5% | $4,080-93.5% | - |
| Admin fee / account holder | $1,535 | $23,406-93.4% | $5,644-72.8% | - |