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 7-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 | $31,358 | $84,556-62.9% | $116,228-73.0% | $74,304-57.8% |
| Participation rate | 28.8% | 66.0%-37.3pp | 74.6%-45.8pp | 60.3%-31.6pp |
| Annual return | 16.32% | 18.35%-2.0pp | 90.06%-73.7pp | 29.43%-13.1pp |
| Employer contribution / active EE | $737 | $2,168-66.0% | $2,994-75.4% | $2,241-67.1% |
| Participant deferral / active EE | $1,246 | $3,814-67.3% | $4,953-74.8% | $3,767-66.9% |
| Admin fee / account holder | $4,075 | $3,792+7.5% | $11,989-66.0% | $2,969+37.2% |