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 | $1,141 | $49,173-97.7% | $121,098-99.1% | $75,163-98.5% |
| Participation rate | 64.4% | 55.4%+9.1pp | 69.5%-5.0pp | 67.2%-2.7pp |
| Annual return | 19.58% | 55.99%-36.4pp | 985.75%-966.2pp | 160.62%-141.0pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $630 | $2,628-76.0% | $4,080-84.6% | $4,125-84.7% |
| Admin fee / account holder | $357 | $3,942-90.9% | $5,644-93.7% | $5,651-93.7% |