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 | $10,904 | $91,407-88.1% | $135,903-92.0% | $71,457-84.7% |
| Participation rate | 30.3% | 75.7%-45.4pp | 81.9%-51.6pp | 67.9%-37.6pp |
| Annual return | 48.98% | 29.90%+19.1pp | 68.23%-19.2pp | 28.85%+20.1pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,319 | $7,092-81.4% | $7,758-83.0% | $4,289-69.2% |
| Admin fee / account holder | $1,973 | $1,266+55.9% | $10,762-81.7% | $1,587+24.3% |