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 | $18,308 | $102,317-82.1% | $146,958-87.5% | $80,856-77.4% |
| Participation rate | 21.1% | 75.8%-54.8pp | 82.2%-61.1pp | 67.6%-46.6pp |
| Annual return | 15.42% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $862 | $3,713-76.8% | $4,933-82.5% | $2,755-68.7% |
| Participant deferral / active EE | $1,692 | $6,644-74.5% | $8,070-79.0% | $4,296-60.6% |
| Admin fee / account holder | $3,016 | $7,941-62.0% | $12,998-76.8% | $6,918-56.4% |