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 | $7,945 | $59,097-86.6% | $82,389-90.4% | $74,304-89.3% |
| Participation rate | 18.2% | 52.8%-34.5pp | 69.5%-51.3pp | 60.3%-42.1pp |
| Annual return | 29.91% | 22.85%+7.1pp | 28.67%+1.2pp | 29.43%+0.5pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $532 | $2,775-80.8% | $4,155-87.2% | $3,767-85.9% |
| Admin fee / account holder | $670 | $4,489-85.1% | $7,231-90.7% | $2,969-77.4% |