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 | $1,465 | $50,982-97.1% | $154,803-99.1% | $85,563-98.3% |
| Participation rate | 25.4% | 59.8%-34.4pp | 78.1%-52.7pp | 66.0%-40.6pp |
| Annual return | 23.57% | 30.35%-6.8pp | 58.88%-35.3pp | 31.51%-7.9pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $219 | $2,474-91.1% | $5,540-96.0% | $4,375-95.0% |
| Admin fee / account holder | $392 | $846-53.6% | $14,329-97.3% | $834-53.0% |