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 | $23,870 | $84,556-71.8% | $116,228-79.5% | $74,304-67.9% |
| Participation rate | 33.0% | 66.0%-33.0pp | 74.6%-41.5pp | 60.3%-27.3pp |
| Annual return | 14.16% | 18.35%-4.2pp | 90.06%-75.9pp | 29.43%-15.3pp |
| Employer contribution / active EE | $674 | $2,168-68.9% | $2,994-77.5% | $2,241-69.9% |
| Participant deferral / active EE | $1,307 | $3,814-65.7% | $4,953-73.6% | $3,767-65.3% |
| Admin fee / account holder | $1,075 | $3,792-71.6% | $11,989-91.0% | $2,969-63.8% |