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 | $9,597 | $87,870-89.1% | $113,168-91.5% | $74,304-87.1% |
| Participation rate | 13.4% | 70.7%-57.3pp | 76.6%-63.1pp | 60.3%-46.9pp |
| Annual return | 21.53% | 26.44%-4.9pp | 24.27%-2.7pp | 29.43%-7.9pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $628 | $4,241-85.2% | $5,107-87.7% | $3,767-83.3% |
| Admin fee / account holder | $1,531 | $3,368-54.6% | $12,068-87.3% | $2,969-48.4% |