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 | $6,143 | $209,411-97.1% | $178,490-96.6% | $158,922-96.1% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 39.29% | 188.75%-149.5pp | 151.07%-111.8pp | 302.83%-263.5pp |
| Employer contribution / active EE | $1,274 | $5,706-77.7% | $5,011-74.6% | $4,761-73.2% |
| Participant deferral / active EE | $1,344 | $5,954-77.4% | $5,202-74.2% | $5,982-77.5% |
| Admin fee / account holder | $458 | $17,074-97.3% | $13,984-96.7% | $11,246-95.9% |