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 | $7,522 | $175,202-95.7% | $149,673-95.0% | $139,434-94.6% |
| Participation rate | 47.8% | 83.4%-35.6pp | 78.8%-30.9pp | 80.3%-32.5pp |
| Annual return | 15.59% | 166.71%-151.1pp | 134.42%-118.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,139 | $5,474-79.2% | $4,818-76.4% | $4,751-76.0% |
| Participant deferral / active EE | $1,289 | $6,519-80.2% | $5,680-77.3% | $6,710-80.8% |
| Admin fee / account holder | $826 | $16,150-94.9% | $13,210-93.7% | $11,403-92.8% |