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 3-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 | $16,499 | $56,767-70.9% | $101,794-83.8% | $85,563-80.7% |
| Participation rate | 4.9% | 57.6%-52.7pp | 69.2%-64.3pp | 66.0%-61.1pp |
| Annual return | 19.67% | 17.76%+1.9pp | 30.53%-10.9pp | 31.51%-11.8pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $184 | $2,720-93.2% | $4,084-95.5% | $4,375-95.8% |
| Admin fee / account holder | $3,579 | $1,098+225.9% | $8,777-59.2% | $834+329.0% |