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 | $3,861 | $159,901-97.6% | $146,958-97.4% | $145,922-97.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 29.80% | 98.13%-68.3pp | 418.34%-388.5pp | 561.29%-531.5pp |
| Employer contribution / active EE | $1,166 | $5,286-77.9% | $4,933-76.4% | $4,660-75.0% |
| Participant deferral / active EE | $1,191 | $8,428-85.9% | $8,070-85.2% | $6,688-82.2% |
| Admin fee / account holder | $762 | $15,044-94.9% | $12,998-94.1% | $13,397-94.3% |