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 | $6,208 | $26,114-76.2% | $58,482-89.4% | $74,419-91.7% |
| Participation rate | 8.8% | 32.1%-23.4pp | 50.9%-42.1pp | 70.7%-62.0pp |
| Annual return | 36.11% | 32.51%+3.6pp | 4239.32%-4203.2pp | 34.38%+1.7pp |
| Employer contribution / active EE | $78 | $536-85.5% | $1,053-92.6% | $2,637-97.1% |
| Participant deferral / active EE | $143 | $1,075-86.7% | $1,924-92.5% | $4,528-96.8% |
| Admin fee / account holder | $1,134 | $649+74.7% | $2,516-54.9% | $348+226.1% |