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 | $13,981 | $56,897-75.4% | $84,750-83.5% | $62,891-77.8% |
| Participation rate | 30.3% | 68.5%-38.2pp | 76.6%-46.3pp | 69.3%-39.0pp |
| Annual return | 7.29% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $390 | $2,709-85.6% | $3,712-89.5% | $3,203-87.8% |
| Admin fee / account holder | $303 | $3,581-91.5% | $5,332-94.3% | $4,296-92.9% |