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 | $4,900 | $95,803-94.9% | $113,168-95.7% | $84,808-94.2% |
| Participation rate | 41.7% | 72.9%-31.2pp | 76.6%-34.9pp | 68.3%-26.6pp |
| Annual return | 23.14% | 25.00%-1.9pp | 24.27%-1.1pp | 40.90%-17.8pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $792 | $4,242-81.3% | $5,107-84.5% | $4,212-81.2% |
| Admin fee / account holder | $434 | $8,989-95.2% | $12,068-96.4% | $7,344-94.1% |