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 | $1,314 | $51,045-97.4% | $70,515-98.1% | $71,457-98.2% |
| Participation rate | 57.6% | 59.4%-1.8pp | 68.3%-10.7pp | 67.9%-10.3pp |
| Annual return | 48.32% | 42.63%+5.7pp | 32.77%+15.6pp | 28.85%+19.5pp |
| Employer contribution / active EE | $365 | $1,790-79.6% | $2,973-87.7% | $2,588-85.9% |
| Participant deferral / active EE | $716 | $3,026-76.3% | $4,567-84.3% | $4,289-83.3% |
| Admin fee / account holder | $479 | $1,994-76.0% | $6,412-92.5% | $1,587-69.8% |