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 8-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 | $31,454 | $96,484-67.4% | $156,263-79.9% | $74,304-57.7% |
| Participation rate | 47.0% | 67.7%-20.7pp | 78.9%-31.9pp | 60.3%-13.3pp |
| Annual return | 19.14% | 17.73%+1.4pp | 59.47%-40.3pp | 29.43%-10.3pp |
| Employer contribution / active EE | $1,059 | $2,528-58.1% | $4,333-75.6% | $2,241-52.7% |
| Participant deferral / active EE | $1,750 | $4,286-59.2% | $6,158-71.6% | $3,767-53.6% |
| Admin fee / account holder | $1,505 | $3,728-59.6% | $14,255-89.4% | $2,969-49.3% |