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 10-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 | $47,018 | $108,549-56.7% | $156,263-69.9% | $85,563-45.0% |
| Participation rate | 21.3% | 77.1%-55.8pp | 78.9%-57.6pp | 66.0%-44.7pp |
| Annual return | 13.61% | 21.79%-8.2pp | 59.47%-45.9pp | 31.51%-17.9pp |
| Employer contribution / active EE | $0 | $2,690-100.0% | $4,333-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $532 | $4,800-88.9% | $6,158-91.4% | $4,375-87.8% |
| Admin fee / account holder | $3,866 | $650+494.8% | $14,255-72.9% | $834+363.4% |