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 4-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 | $6,538 | $148,978-95.6% | $200,582-96.7% | $84,808-92.3% |
| Participation rate | 67.6% | 84.2%-16.7pp | 86.9%-19.3pp | 68.3%-0.7pp |
| Annual return | 18.69% | 28.16%-9.5pp | 42.33%-23.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,604 | $7,142-63.5% | $9,331-72.1% | $4,212-38.2% |
| Admin fee / account holder | $601 | $13,977-95.7% | $16,305-96.3% | $7,344-91.8% |