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 | $25,896 | $81,208-68.1% | $98,907-73.8% | $79,858-67.6% |
| Participation rate | 27.0% | 72.5%-45.5pp | 76.0%-49.0pp | 69.6%-42.6pp |
| Annual return | 44.25% | 60.99%-16.7pp | 196.43%-152.2pp | 31.71%+12.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,398 | $3,265-57.2% | $4,244-67.1% | $3,740-62.6% |
| Admin fee / account holder | $1,739 | $6,013-71.1% | $6,642-73.8% | $5,306-67.2% |