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 | $26,435 | $197,591-86.6% | $177,821-85.1% | $158,922-83.4% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.7%-32.2pp | 82.0%-26.4pp |
| Annual return | 18.10% | 58.76%-40.7pp | 48.32%-30.2pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,512 | $6,697-77.4% | $5,918-74.5% | $4,761-68.2% |
| Participant deferral / active EE | $2,766 | $8,405-67.1% | $7,714-64.1% | $5,982-53.8% |
| Admin fee / account holder | $5,572 | $15,399-63.8% | $12,427-55.2% | $11,246-50.5% |