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 | $18,403 | $125,758-85.4% | $169,993-89.2% | $75,163-75.5% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.0%-20.3pp | 67.2%-0.5pp |
| Annual return | 22.07% | 27.20%-5.1pp | 53.37%-31.3pp | 160.62%-138.6pp |
| Employer contribution / active EE | $1,901 | $4,615-58.8% | $6,785-72.0% | $2,670-28.8% |
| Participant deferral / active EE | $1,939 | $6,837-71.6% | $10,408-81.4% | $4,125-53.0% |
| Admin fee / account holder | $1,481 | $8,173-81.9% | $12,815-88.4% | $5,651-73.8% |