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 10-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 | $18,206 | $77,813-76.6% | $123,544-85.3% | $64,186-71.6% |
| Participation rate | 30.9% | 74.7%-43.8pp | 82.3%-51.4pp | 69.6%-38.6pp |
| Annual return | -2.33% | 12.48%-14.8pp | 119.20%-121.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,702 | $5,240-67.5% | $6,426-73.5% | $3,470-50.9% |
| Admin fee / account holder | $2,877 | $5,519-47.9% | $9,284-69.0% | $4,888-41.1% |