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 | $4,188 | $59,623-93.0% | $95,585-95.6% | $85,563-95.1% |
| Participation rate | 7.4% | 57.2%-49.9pp | 72.1%-64.7pp | 66.0%-58.6pp |
| Annual return | 15.96% | 18.22%-2.3pp | 38.56%-22.6pp | 31.51%-15.6pp |
| Employer contribution / active EE | $0 | $1,669-100.0% | $2,527-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $164 | $3,357-95.1% | $4,023-95.9% | $4,375-96.2% |
| Admin fee / account holder | $590 | $650-9.2% | $6,127-90.4% | $834-29.2% |