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 | $9,712 | $148,534-93.5% | $135,903-92.9% | $139,434-93.0% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 25.53% | 79.19%-53.7pp | 68.23%-42.7pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,199 | $5,243-77.1% | $4,856-75.3% | $4,751-74.8% |
| Participant deferral / active EE | $1,741 | $8,100-78.5% | $7,758-77.6% | $6,710-74.1% |
| Admin fee / account holder | $482 | $12,400-96.1% | $10,762-95.5% | $11,403-95.8% |