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 8-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 | $25,938 | $209,832-87.6% | $189,513-86.3% | $167,490-84.5% |
| Participation rate | 40.0% | 88.7%-48.7pp | 87.8%-47.8pp | 82.1%-42.1pp |
| Annual return | 11.42% | 748.27%-736.9pp | 555.15%-543.7pp | 478.56%-467.1pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,052 | $8,935-88.2% | $8,221-87.2% | $6,341-83.4% |
| Admin fee / account holder | $1,225 | $14,293-91.4% | $12,045-89.8% | $12,309-90.1% |