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 5-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 | $3,946 | $47,126-91.6% | $149,673-97.4% | $74,419-94.7% |
| Participation rate | 17.7% | 63.4%-45.7pp | 78.8%-61.1pp | 70.7%-53.1pp |
| Annual return | 16.03% | 22.75%-6.7pp | 134.42%-118.4pp | 34.38%-18.3pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $360 | $2,728-86.8% | $5,680-93.7% | $4,528-92.0% |
| Admin fee / account holder | $809 | $343+136.1% | $13,210-93.9% | $348+132.6% |