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 9-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 | $21,173 | $91,538-76.9% | $129,995-83.7% | $75,163-71.8% |
| Participation rate | 28.6% | 71.4%-42.9pp | 78.5%-49.9pp | 67.2%-38.6pp |
| Annual return | 43.93% | -631.11%+675.0pp | -137.18%+181.1pp | 160.62%-116.7pp |
| Employer contribution / active EE | $880 | $2,845-69.1% | $4,320-79.6% | $2,670-67.1% |
| Participant deferral / active EE | $1,103 | $4,341-74.6% | $5,820-81.0% | $4,125-73.3% |
| Admin fee / account holder | $1,328 | $6,790-80.4% | $10,614-87.5% | $5,651-76.5% |