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 | $13,456 | $127,065-89.4% | $113,168-88.1% | $142,382-90.5% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | 25.14% | 24.03%+1.1pp | 24.27%+0.9pp | 217.08%-191.9pp |
| Employer contribution / active EE | $853 | $3,442-75.2% | $2,975-71.3% | $4,299-80.2% |
| Participant deferral / active EE | $1,156 | $5,716-79.8% | $5,107-77.4% | $6,507-82.2% |
| Admin fee / account holder | $554 | $15,736-96.5% | $12,068-95.4% | $12,624-95.6% |