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 | $16,218 | $66,098-75.5% | $101,794-84.1% | $74,304-78.2% |
| Participation rate | 30.2% | 53.8%-23.6pp | 69.2%-39.0pp | 60.3%-30.2pp |
| Annual return | 15.24% | 19.59%-4.3pp | 30.53%-15.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $261 | $1,082-75.9% | $2,289-88.6% | $2,241-88.4% |
| Participant deferral / active EE | $546 | $2,781-80.4% | $4,084-86.6% | $3,767-85.5% |
| Admin fee / account holder | $352 | $4,146-91.5% | $8,777-96.0% | $2,969-88.2% |