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 | $19,098 | $94,625-79.8% | $116,228-83.6% | $84,808-77.5% |
| Participation rate | 64.0% | 70.4%-6.4pp | 74.6%-10.6pp | 68.3%-4.3pp |
| Annual return | 18.41% | 20.40%-2.0pp | 90.06%-71.6pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,786 | $2,347+18.7% | $2,994-7.0% | $2,631+5.9% |
| Participant deferral / active EE | $697 | $3,972-82.4% | $4,953-85.9% | $4,212-83.4% |
| Admin fee / account holder | $1,408 | $10,091-86.0% | $11,989-88.3% | $7,344-80.8% |