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 7-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 | $7,231 | $98,750-92.7% | $149,696-95.2% | $79,858-90.9% |
| Participation rate | 19.1% | 75.8%-56.7pp | 82.5%-63.4pp | 69.6%-50.5pp |
| Annual return | 41.65% | 27.43%+14.2pp | 276.60%-235.0pp | 31.71%+9.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $690 | $5,680-87.9% | $6,842-89.9% | $3,740-81.6% |
| Admin fee / account holder | $631 | $6,053-89.6% | $9,309-93.2% | $5,306-88.1% |