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 | $15,569 | $80,673-80.7% | $101,326-84.6% | $84,808-81.6% |
| Participation rate | 53.3% | 77.8%-24.4pp | 81.5%-28.2pp | 68.3%-15.0pp |
| Annual return | 40.48% | 38.95%+1.5pp | 36.82%+3.7pp | 40.90%-0.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,423 | $6,840-64.6% | $7,994-69.7% | $4,212-42.5% |
| Admin fee / account holder | $1,477 | $12,784-88.4% | $11,185-86.8% | $7,344-79.9% |