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 10-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 | $19,346 | $162,781-88.1% | $133,956-85.6% | $158,922-87.8% |
| Participation rate | 57.9% | 83.2%-25.3pp | 79.8%-21.9pp | 82.0%-24.1pp |
| Annual return | 12.71% | 41.94%-29.2pp | 45.09%-32.4pp | 302.83%-290.1pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $308 | $5,911-94.8% | $5,048-93.9% | $5,982-94.8% |
| Admin fee / account holder | $520 | $11,736-95.6% | $8,927-94.2% | $11,246-95.4% |