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 | $18,264 | $78,485-76.7% | $106,213-82.8% | $74,495-75.5% |
| Participation rate | 50.7% | 72.8%-22.1pp | 75.3%-24.6pp | 67.2%-16.5pp |
| Annual return | 57.16% | 15.95%+41.2pp | 116.14%-59.0pp | 1364.94%-1307.8pp |
| Employer contribution / active EE | $1,000 | $2,523-60.4% | $3,171-68.5% | $2,623-61.9% |
| Participant deferral / active EE | $1,895 | $4,322-56.2% | $5,016-62.2% | $4,346-56.4% |
| Admin fee / account holder | $424 | $2,232-81.0% | $11,033-96.2% | $1,942-78.2% |