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 5-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 | $21,581 | $101,317-78.7% | $146,958-85.3% | $74,495-71.0% |
| Participation rate | 35.5% | 75.5%-40.1pp | 82.2%-46.7pp | 67.2%-31.7pp |
| Annual return | 24.97% | 8730.91%-8705.9pp | 418.34%-393.4pp | 1364.94%-1340.0pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,882 | $7,303-60.5% | $8,070-64.3% | $4,346-33.7% |
| Admin fee / account holder | $3,439 | $1,739+97.8% | $12,998-73.5% | $1,942+77.1% |