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 | $11,491 | $62,573-81.6% | $85,682-86.6% | $85,850-86.6% |
| Participation rate | 33.3% | 61.1%-27.8pp | 69.9%-36.5pp | 69.3%-36.0pp |
| Annual return | 109.08% | 23.77%+85.3pp | 21.49%+87.6pp | 318.53%-209.5pp |
| Employer contribution / active EE | $363 | $1,757-79.3% | $2,618-86.1% | $2,565-85.8% |
| Participant deferral / active EE | $886 | $2,802-68.4% | $3,923-77.4% | $3,952-77.6% |
| Admin fee / account holder | $1,119 | $4,640-75.9% | $6,873-83.7% | $6,260-82.1% |