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 | $5,761 | $61,058-90.6% | $71,209-91.9% | $85,563-93.3% |
| Participation rate | 3.8% | 58.6%-54.8pp | 73.8%-70.0pp | 66.0%-62.2pp |
| Annual return | 14.61% | 100.41%-85.8pp | 282.51%-267.9pp | 31.51%-16.9pp |
| Employer contribution / active EE | $0 | $2,199-100.0% | $2,721-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $78 | $3,173-97.5% | $4,175-98.1% | $4,375-98.2% |
| Admin fee / account holder | $1,073 | $855+25.5% | $5,349-79.9% | $834+28.6% |