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 | $15,871 | $101,317-84.3% | $146,958-89.2% | $74,495-78.7% |
| Participation rate | 32.1% | 75.5%-43.4pp | 82.2%-50.0pp | 67.2%-35.1pp |
| Annual return | 14.98% | 8730.91%-8715.9pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,893 | $7,303-74.1% | $8,070-76.5% | $4,346-56.4% |
| Admin fee / account holder | $906 | $1,739-47.9% | $12,998-93.0% | $1,942-53.4% |