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 | $1,632 | $60,022-97.3% | $88,946-98.2% | $84,808-98.1% |
| Participation rate | 37.2% | 57.8%-20.6pp | 68.8%-31.6pp | 68.3%-31.1pp |
| Annual return | 16.76% | 22.43%-5.7pp | 57.82%-41.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $311 | $3,114-90.0% | $4,581-93.2% | $4,212-92.6% |
| Admin fee / account holder | $501 | $4,811-89.6% | $8,261-93.9% | $7,344-93.2% |