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 | $18,933 | $58,926-67.9% | $97,226-80.5% | $74,495-74.6% |
| Participation rate | 29.6% | 63.5%-33.9pp | 72.7%-43.1pp | 67.2%-37.6pp |
| Annual return | 17.53% | 16.04%+1.5pp | 75.13%-57.6pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $659 | $1,894-65.2% | $2,729-75.8% | $2,623-74.9% |
| Participant deferral / active EE | $1,255 | $3,664-65.8% | $4,264-70.6% | $4,346-71.1% |
| Admin fee / account holder | $1,443 | $1,974-26.9% | $5,654-74.5% | $1,942-25.7% |