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 6-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 | $14,461 | $61,058-76.3% | $71,209-79.7% | $85,563-83.1% |
| Participation rate | 12.0% | 58.6%-46.6pp | 73.8%-61.8pp | 66.0%-54.0pp |
| Annual return | 13.10% | 100.41%-87.3pp | 282.51%-269.4pp | 31.51%-18.4pp |
| Employer contribution / active EE | $298 | $2,199-86.5% | $2,721-89.1% | $2,654-88.8% |
| Participant deferral / active EE | $439 | $3,173-86.2% | $4,175-89.5% | $4,375-90.0% |
| Admin fee / account holder | $1,470 | $855+72.0% | $5,349-72.5% | $834+76.3% |