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 5-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 | $28,538 | $148,978-80.8% | $200,582-85.8% | $84,808-66.3% |
| Participation rate | 44.7% | 84.2%-39.5pp | 86.9%-42.1pp | 68.3%-23.6pp |
| Annual return | 17.97% | 28.16%-10.2pp | 42.33%-24.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,100 | $7,142-70.6% | $9,331-77.5% | $4,212-50.1% |
| Admin fee / account holder | $1,810 | $13,977-87.0% | $16,305-88.9% | $7,344-75.4% |