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 | $15,020 | $71,883-79.1% | $86,677-82.7% | $68,494-78.1% |
| Participation rate | 40.7% | 72.2%-31.5pp | 76.6%-35.8pp | 67.9%-27.1pp |
| Annual return | -10.30% | 3.52%-13.8pp | 35.91%-46.2pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,664 | $2,173-23.4% | $2,836-41.3% | $2,596-35.9% |
| Participant deferral / active EE | $682 | $3,779-81.9% | $4,656-85.3% | $4,027-83.1% |
| Admin fee / account holder | $875 | $6,112-85.7% | $7,493-88.3% | $5,403-83.8% |