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 7-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 | $2,032 | $100,773-98.0% | $88,946-97.7% | $142,382-98.6% |
| Participation rate | 34.8% | 74.3%-39.5pp | 68.8%-34.1pp | 80.1%-45.3pp |
| Annual return | 15.54% | 70.18%-54.6pp | 57.82%-42.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $472 | $5,230-91.0% | $4,581-89.7% | $6,507-92.7% |
| Admin fee / account holder | $483 | $9,693-95.0% | $8,261-94.2% | $12,624-96.2% |