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 | $6,223 | $102,604-93.9% | $86,188-92.8% | $139,434-95.5% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.0%-41.7pp | 80.3%-53.0pp |
| Annual return | 27.08% | 1922.51%-1895.4pp | 1168.45%-1141.4pp | 372.94%-345.9pp |
| Employer contribution / active EE | $801 | $3,032-73.6% | $2,380-66.4% | $4,751-83.1% |
| Participant deferral / active EE | $1,063 | $4,676-77.3% | $3,985-73.3% | $6,710-84.2% |
| Admin fee / account holder | $2,463 | $8,657-71.5% | $6,852-64.1% | $11,403-78.4% |