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 | $14,972 | $51,466-70.9% | $78,778-81.0% | $62,292-76.0% |
| Participation rate | 33.3% | 59.8%-26.5pp | 69.2%-35.9pp | 69.5%-36.2pp |
| Annual return | 20.84% | 19.96%+0.9pp | 35.62%-14.8pp | 28.90%-8.1pp |
| Employer contribution / active EE | $309 | $827-62.6% | $1,986-84.4% | $2,042-84.8% |
| Participant deferral / active EE | $813 | $2,147-62.2% | $2,958-72.5% | $3,169-74.4% |
| Admin fee / account holder | $317 | $489-35.3% | $5,134-93.8% | $479-33.9% |