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 | $15,255 | $96,128-84.1% | $136,007-88.8% | $80,856-81.1% |
| Participation rate | 41.4% | 71.2%-29.8pp | 76.5%-35.0pp | 67.6%-26.2pp |
| Annual return | 11.17% | 28.71%-17.5pp | 579.32%-568.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $4,217-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $887 | $5,709-84.5% | $7,025-87.4% | $4,296-79.4% |
| Admin fee / account holder | $524 | $8,236-93.6% | $6,858-92.4% | $6,918-92.4% |