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 | $13,030 | $87,013-85.0% | $106,213-87.7% | $80,856-83.9% |
| Participation rate | 44.4% | 70.4%-26.0pp | 75.3%-30.8pp | 67.6%-23.2pp |
| Annual return | 14.01% | 17.05%-3.0pp | 116.14%-102.1pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,657 | $3,986-58.4% | $5,016-67.0% | $4,296-61.4% |
| Admin fee / account holder | $1,588 | $8,431-81.2% | $11,033-85.6% | $6,918-77.0% |