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 7-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 | $6,439 | $80,968-92.0% | $96,544-93.3% | $75,163-91.4% |
| Participation rate | 43.1% | 71.8%-28.6pp | 76.0%-32.8pp | 67.2%-24.1pp |
| Annual return | 14.43% | 27.06%-12.6pp | 25.84%-11.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $631 | $3,928-83.9% | $4,851-87.0% | $4,125-84.7% |
| Admin fee / account holder | $486 | $6,724-92.8% | $8,252-94.1% | $5,651-91.4% |