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 4-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 | $18,113 | $76,670-76.4% | $96,683-81.3% | $71,457-74.7% |
| Participation rate | 20.7% | 66.6%-45.9pp | 74.3%-53.7pp | 67.9%-47.3pp |
| Annual return | 177.98% | 48.29%+129.7pp | 35.69%+142.3pp | 28.85%+149.1pp |
| Employer contribution / active EE | $768 | $3,031-74.7% | $3,737-79.5% | $2,588-70.3% |
| Participant deferral / active EE | $1,376 | $3,771-63.5% | $4,878-71.8% | $4,289-67.9% |
| Admin fee / account holder | $3,588 | $2,028+76.9% | $6,730-46.7% | $1,587+126.0% |