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 | $37,968 | $148,978-74.5% | $200,582-81.1% | $84,808-55.2% |
| Participation rate | 63.2% | 84.2%-21.1pp | 86.9%-23.7pp | 68.3%-5.2pp |
| Annual return | 34.95% | 28.16%+6.8pp | 42.33%-7.4pp | 40.90%-5.9pp |
| Employer contribution / active EE | $2,168 | $4,815-55.0% | $6,419-66.2% | $2,631-17.6% |
| Participant deferral / active EE | $2,107 | $7,142-70.5% | $9,331-77.4% | $4,212-50.0% |
| Admin fee / account holder | $4,329 | $13,977-69.0% | $16,305-73.4% | $7,344-41.1% |