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 3-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 | $7,444 | $93,170-92.0% | $100,534-92.6% | $84,808-91.2% |
| Participation rate | 60.7% | 75.8%-15.1pp | 80.6%-19.9pp | 68.3%-7.6pp |
| Annual return | 21.01% | 47.13%-26.1pp | 32.66%-11.7pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,149 | $3,985-71.2% | $4,346-73.6% | $2,631-56.3% |
| Participant deferral / active EE | $1,409 | $5,699-75.3% | $6,144-77.1% | $4,212-66.5% |
| Admin fee / account holder | $681 | $7,382-90.8% | $7,654-91.1% | $7,344-90.7% |