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 | $25,221 | $78,422-67.8% | $95,952-73.7% | $79,858-68.4% |
| Participation rate | 23.8% | 73.5%-49.7pp | 77.1%-53.3pp | 69.6%-45.8pp |
| Annual return | 18.39% | 19.37%-1.0pp | 91.61%-73.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $946 | $3,440-72.5% | $4,167-77.3% | $3,740-74.7% |
| Admin fee / account holder | $450 | $5,622-92.0% | $6,795-93.4% | $5,306-91.5% |