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 7-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 | $6,432 | $73,102-91.2% | $123,544-94.8% | $56,287-88.6% |
| Participation rate | 47.8% | 74.3%-26.5pp | 82.3%-34.5pp | 69.9%-22.1pp |
| Annual return | 23.76% | 3.01%+20.7pp | 119.20%-95.4pp | -9.96%+33.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,579 | $5,423-70.9% | $6,426-75.4% | $3,350-52.9% |
| Admin fee / account holder | $495 | $554-10.7% | $9,284-94.7% | $521-5.1% |