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 | $19,873 | $62,327-68.1% | $120,354-83.5% | $74,495-73.3% |
| Participation rate | 10.8% | 56.8%-45.9pp | 71.9%-61.1pp | 67.2%-56.4pp |
| Annual return | 16.32% | 18.61%-2.3pp | 107.15%-90.8pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $3,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $605 | $2,893-79.1% | $4,991-87.9% | $4,346-86.1% |
| Admin fee / account holder | $1,232 | $2,396-48.6% | $9,423-86.9% | $1,942-36.6% |