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 9-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 | $11,769 | $109,359-89.2% | $162,163-92.7% | $72,985-83.9% |
| Participation rate | 51.7% | 84.3%-32.5pp | 87.6%-35.8pp | 69.5%-17.8pp |
| Annual return | 25.36% | 25.46%-0.1pp | 115.59%-90.2pp | 81.00%-55.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,963 | $5,481-64.2% | $7,298-73.1% | $3,607-45.6% |
| Admin fee / account holder | $729 | $7,972-90.9% | $10,843-93.3% | $5,124-85.8% |