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 6-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 | $5,966 | $46,553-87.2% | $64,056-90.7% | $75,163-92.1% |
| Participation rate | 52.6% | 65.9%-13.3pp | 72.3%-19.7pp | 67.2%-14.6pp |
| Annual return | 19.66% | 26.03%-6.4pp | 33.69%-14.0pp | 160.62%-141.0pp |
| Employer contribution / active EE | $481 | $1,974-75.6% | $2,747-82.5% | $2,670-82.0% |
| Participant deferral / active EE | $617 | $2,837-78.3% | $3,880-84.1% | $4,125-85.1% |
| Admin fee / account holder | $1,236 | $2,952-58.1% | $3,068-59.7% | $5,651-78.1% |