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 | $3,572 | $60,892-94.1% | $82,389-95.7% | $84,808-95.8% |
| Participation rate | 55.1% | 63.3%-8.2pp | 69.5%-14.5pp | 68.3%-13.2pp |
| Annual return | 21.20% | 37.29%-16.1pp | 28.67%-7.5pp | 40.90%-19.7pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $767 | $3,179-75.9% | $4,155-81.5% | $4,212-81.8% |
| Admin fee / account holder | $308 | $5,467-94.4% | $7,231-95.7% | $7,344-95.8% |