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 10-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 | $9,470 | $210,648-95.5% | $177,989-94.7% | $145,922-93.5% |
| Participation rate | 52.9% | 80.8%-27.8pp | 77.1%-24.1pp | 80.3%-27.3pp |
| Annual return | 12.22% | 385.86%-373.6pp | 294.48%-282.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,198 | $6,958-82.8% | $6,276-80.9% | $6,688-82.1% |
| Admin fee / account holder | $371 | $12,013-96.9% | $10,363-96.4% | $13,397-97.2% |