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 | $8,830 | $106,515-91.7% | $96,683-90.9% | $139,434-93.7% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.3%-28.2pp | 80.3%-34.2pp |
| Annual return | 28.55% | 38.43%-9.9pp | 35.69%-7.1pp | 372.94%-344.4pp |
| Employer contribution / active EE | $1,506 | $4,103-63.3% | $3,737-59.7% | $4,751-68.3% |
| Participant deferral / active EE | $605 | $5,454-88.9% | $4,878-87.6% | $6,710-91.0% |
| Admin fee / account holder | $540 | $7,877-93.1% | $6,730-92.0% | $11,403-95.3% |