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 5-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 | $28,216 | $76,050-62.9% | $96,544-70.8% | $71,457-60.5% |
| Participation rate | 53.3% | 74.4%-21.1pp | 76.0%-22.6pp | 67.9%-14.6pp |
| Annual return | 18.36% | 22.81%-4.4pp | 25.84%-7.5pp | 28.85%-10.5pp |
| Employer contribution / active EE | $869 | $2,244-61.3% | $2,965-70.7% | $2,588-66.4% |
| Participant deferral / active EE | $1,323 | $4,215-68.6% | $4,851-72.7% | $4,289-69.1% |
| Admin fee / account holder | $1,569 | $2,707-42.0% | $8,252-81.0% | $1,587-1.1% |