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 3-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 | $11,252 | $91,538-87.7% | $129,995-91.3% | $75,163-85.0% |
| Participation rate | 30.2% | 71.4%-41.2pp | 78.5%-48.3pp | 67.2%-37.0pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $767 | $2,845-73.0% | $4,320-82.2% | $2,670-71.3% |
| Participant deferral / active EE | $1,434 | $4,341-67.0% | $5,820-75.4% | $4,125-65.2% |
| Admin fee / account holder | $458 | $6,790-93.3% | $10,614-95.7% | $5,651-91.9% |