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 | $2,783 | $60,892-95.4% | $82,389-96.6% | $84,808-96.7% |
| Participation rate | 67.9% | 63.3%+4.6pp | 69.5%-1.7pp | 68.3%-0.5pp |
| Annual return | 18.95% | 37.29%-18.3pp | 28.67%-9.7pp | 40.90%-21.9pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $971 | $3,179-69.5% | $4,155-76.6% | $4,212-76.9% |
| Admin fee / account holder | $540 | $5,467-90.1% | $7,231-92.5% | $7,344-92.6% |