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 3-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 | $6,442 | $150,187-95.7% | $120,354-94.6% | $145,922-95.6% |
| Participation rate | 40.0% | 78.8%-38.8pp | 71.9%-31.9pp | 80.3%-40.3pp |
| Annual return | 39.46% | 154.07%-114.6pp | 107.15%-67.7pp | 561.29%-521.8pp |
| Employer contribution / active EE | $882 | $4,348-79.7% | $3,463-74.5% | $4,660-81.1% |
| Participant deferral / active EE | $1,311 | $6,173-78.8% | $4,991-73.7% | $6,688-80.4% |
| Admin fee / account holder | $326 | $12,207-97.3% | $9,423-96.5% | $13,397-97.6% |