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 7-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 | $19,201 | $59,417-67.7% | $93,606-79.5% | $74,495-74.2% |
| Participation rate | 54.7% | 59.7%-5.0pp | 68.7%-14.0pp | 67.2%-12.5pp |
| Annual return | 13.97% | 81.83%-67.9pp | 133.20%-119.2pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $955 | $1,264-24.4% | $2,420-60.5% | $2,623-63.6% |
| Participant deferral / active EE | $1,275 | $3,050-58.2% | $4,411-71.1% | $4,346-70.7% |
| Admin fee / account holder | $2,089 | $3,021-30.9% | $8,285-74.8% | $1,942+7.6% |