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 | $12,066 | $82,664-85.4% | $125,339-90.4% | $68,494-82.4% |
| Participation rate | 68.6% | 75.0%-6.5pp | 82.4%-13.8pp | 67.9%+0.7pp |
| Annual return | -4.13% | -5.97%+1.8pp | 572.05%-576.2pp | -7.84%+3.7pp |
| Employer contribution / active EE | $1,304 | $3,381-61.4% | $4,814-72.9% | $2,596-49.8% |
| Participant deferral / active EE | $2,360 | $6,110-61.4% | $7,446-68.3% | $4,027-41.4% |
| Admin fee / account holder | $700 | $6,275-88.8% | $10,010-93.0% | $5,403-87.0% |