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 | $13,735 | $109,413-87.4% | $156,263-91.2% | $84,808-83.8% |
| Participation rate | 22.0% | 72.7%-50.7pp | 78.9%-57.0pp | 68.3%-46.4pp |
| Annual return | 21.12% | 20.18%+0.9pp | 59.47%-38.3pp | 40.90%-19.8pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $981 | $4,590-78.6% | $6,158-84.1% | $4,212-76.7% |
| Admin fee / account holder | $1,251 | $9,357-86.6% | $14,255-91.2% | $7,344-83.0% |