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 10-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 | $9,730 | $46,553-79.1% | $64,056-84.8% | $75,163-87.1% |
| Participation rate | 15.6% | 65.9%-50.4pp | 72.3%-56.7pp | 67.2%-51.6pp |
| Annual return | 18.29% | 26.03%-7.7pp | 33.69%-15.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $635 | $2,837-77.6% | $3,880-83.6% | $4,125-84.6% |
| Admin fee / account holder | $393 | $2,952-86.7% | $3,068-87.2% | $5,651-93.0% |