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 | $5,362 | $177,572-97.0% | $154,803-96.5% | $142,382-96.2% |
| Participation rate | 59.1% | 82.1%-23.0pp | 78.1%-19.0pp | 80.1%-21.0pp |
| Annual return | 17.03% | 65.07%-48.0pp | 58.88%-41.9pp | 217.08%-200.0pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,560 | $6,272-75.1% | $5,540-71.8% | $6,507-76.0% |
| Admin fee / account holder | $1,693 | $16,786-89.9% | $14,329-88.2% | $12,624-86.6% |