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 | $20,785 | $100,923-79.4% | $150,045-86.1% | $74,304-72.0% |
| Participation rate | 12.2% | 70.1%-57.9pp | 82.3%-70.1pp | 60.3%-48.1pp |
| Annual return | 24.83% | 51.77%-26.9pp | 62.55%-37.7pp | 29.43%-4.6pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,049 | $6,709-84.4% | $7,997-86.9% | $3,767-72.2% |
| Admin fee / account holder | $457 | $2,767-83.5% | $13,435-96.6% | $2,969-84.6% |