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 | $8,811 | $53,053-83.4% | $126,539-93.0% | $74,304-88.1% |
| Participation rate | 19.1% | 48.0%-28.9pp | 69.8%-50.7pp | 60.3%-41.2pp |
| Annual return | 18.33% | 29.46%-11.1pp | 425.95%-407.6pp | 29.43%-11.1pp |
| Employer contribution / active EE | $379 | $1,168-67.5% | $3,674-89.7% | $2,241-83.1% |
| Participant deferral / active EE | $667 | $2,303-71.0% | $4,083-83.7% | $3,767-82.3% |
| Admin fee / account holder | $685 | $3,698-81.5% | $6,065-88.7% | $2,969-76.9% |