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 | $4,111 | $87,013-95.3% | $106,213-96.1% | $80,856-94.9% |
| Participation rate | 46.0% | 70.4%-24.4pp | 75.3%-29.2pp | 67.6%-21.6pp |
| Annual return | 11.00% | 17.05%-6.0pp | 116.14%-105.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,515 | $3,986-62.0% | $5,016-69.8% | $4,296-64.7% |
| Admin fee / account holder | $1,621 | $8,431-80.8% | $11,033-85.3% | $6,918-76.6% |