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 | $19,420 | $77,145-74.8% | $108,410-82.1% | $85,850-77.4% |
| Participation rate | 62.1% | 74.7%-12.6pp | 80.1%-18.1pp | 69.3%-7.2pp |
| Annual return | 16.70% | 44.54%-27.8pp | 905.27%-888.6pp | 318.53%-301.8pp |
| Employer contribution / active EE | $779 | $2,379-67.3% | $3,558-78.1% | $2,565-69.6% |
| Participant deferral / active EE | $2,227 | $5,566-60.0% | $6,563-66.1% | $3,952-43.6% |
| Admin fee / account holder | $1,346 | $5,172-74.0% | $7,295-81.5% | $6,260-78.5% |