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 5-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 | $3,856 | $49,808-92.3% | $95,745-96.0% | $74,419-94.8% |
| Participation rate | 4.5% | 66.6%-62.0pp | 72.3%-67.7pp | 70.7%-66.2pp |
| Annual return | 19.71% | 24.91%-5.2pp | 28.35%-8.6pp | 34.38%-14.7pp |
| Employer contribution / active EE | $0 | $1,639-100.0% | $2,835-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $121 | $3,739-96.8% | $4,245-97.2% | $4,528-97.3% |
| Admin fee / account holder | $824 | $311+164.7% | $5,678-85.5% | $348+136.8% |