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 7-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 | $9,496 | $78,672-87.9% | $109,143-91.3% | $85,850-88.9% |
| Participation rate | 40.8% | 68.3%-27.5pp | 75.9%-35.1pp | 69.3%-28.5pp |
| Annual return | 15.36% | 25.09%-9.7pp | 25.75%-10.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $675 | $2,735-75.3% | $3,722-81.9% | $2,565-73.7% |
| Participant deferral / active EE | $995 | $3,467-71.3% | $4,653-78.6% | $3,952-74.8% |
| Admin fee / account holder | $742 | $5,469-86.4% | $6,752-89.0% | $6,260-88.1% |