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 | $3,289 | $48,795-93.3% | $65,493-95.0% | $84,808-96.1% |
| Participation rate | 56.1% | 67.0%-10.9pp | 73.1%-17.0pp | 68.3%-12.2pp |
| Annual return | 12.92% | 20.20%-7.3pp | 982.45%-969.5pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $686 | $2,928-76.6% | $3,961-82.7% | $4,212-83.7% |
| Admin fee / account holder | $418 | $3,877-89.2% | $5,028-91.7% | $7,344-94.3% |