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 6-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 | $10,640 | $53,136-80.0% | $155,509-93.2% | $199,593-94.7% |
| Participation rate | 7.2% | 64.1%-56.9pp | 78.2%-71.0pp | 72.0%-64.8pp |
| Annual return | 21.93% | 41.15%-19.2pp | 64.67%-42.7pp | 34.25%-12.3pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $269 | $3,161-91.5% | $5,626-95.2% | $5,087-94.7% |
| Admin fee / account holder | $3,721 | $185+1907.1% | $15,912-76.6% | $269+1284.3% |