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 | $19,944 | $80,673-75.3% | $101,326-80.3% | $84,808-76.5% |
| Participation rate | 8.3% | 77.8%-69.4pp | 81.5%-73.2pp | 68.3%-60.0pp |
| Annual return | 16.11% | 38.95%-22.8pp | 36.82%-20.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $208 | $6,840-97.0% | $7,994-97.4% | $4,212-95.1% |
| Admin fee / account holder | $2,578 | $12,784-79.8% | $11,185-77.0% | $7,344-64.9% |