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 | $20,612 | $100,923-79.6% | $150,045-86.3% | $74,304-72.3% |
| Participation rate | 14.1% | 70.1%-56.0pp | 82.3%-68.2pp | 60.3%-46.3pp |
| Annual return | 33.68% | 51.77%-18.1pp | 62.55%-28.9pp | 29.43%+4.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,465 | $6,709-78.2% | $7,997-81.7% | $3,767-61.1% |
| Admin fee / account holder | $7,558 | $2,767+173.2% | $13,435-43.7% | $2,969+154.6% |