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 | $2,083 | $60,022-96.5% | $88,946-97.7% | $84,808-97.5% |
| Participation rate | 56.5% | 57.8%-1.4pp | 68.8%-12.4pp | 68.3%-11.9pp |
| Annual return | 0.00% | 22.43%-22.4pp | 57.82%-57.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $566 | $1,703-66.7% | $2,555-77.8% | $2,631-78.5% |
| Participant deferral / active EE | $771 | $3,114-75.2% | $4,581-83.2% | $4,212-81.7% |
| Admin fee / account holder | $459 | $4,811-90.5% | $8,261-94.4% | $7,344-93.8% |