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 10-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 | $15,677 | $101,317-84.5% | $146,958-89.3% | $74,495-79.0% |
| Participation rate | 44.6% | 75.5%-30.9pp | 82.2%-37.5pp | 67.2%-22.6pp |
| Annual return | 15.47% | 8730.91%-8715.4pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $952 | $3,810-75.0% | $4,933-80.7% | $2,623-63.7% |
| Participant deferral / active EE | $2,032 | $7,303-72.2% | $8,070-74.8% | $4,346-53.2% |
| Admin fee / account holder | $422 | $1,739-75.7% | $12,998-96.8% | $1,942-78.3% |