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 | $19,809 | $95,803-79.3% | $113,168-82.5% | $84,808-76.6% |
| Participation rate | 63.9% | 72.9%-9.0pp | 76.6%-12.7pp | 68.3%-4.4pp |
| Annual return | 20.63% | 25.00%-4.4pp | 24.27%-3.6pp | 40.90%-20.3pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,562 | $4,242-63.2% | $5,107-69.4% | $4,212-62.9% |
| Admin fee / account holder | $605 | $8,989-93.3% | $12,068-95.0% | $7,344-91.8% |