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 4-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 | $16,146 | $109,413-85.2% | $156,263-89.7% | $84,808-81.0% |
| Participation rate | 58.7% | 72.7%-14.0pp | 78.9%-20.2pp | 68.3%-9.6pp |
| Annual return | 24.35% | 20.18%+4.2pp | 59.47%-35.1pp | 40.90%-16.5pp |
| Employer contribution / active EE | $946 | $2,907-67.4% | $4,333-78.2% | $2,631-64.0% |
| Participant deferral / active EE | $1,653 | $4,590-64.0% | $6,158-73.2% | $4,212-60.8% |
| Admin fee / account holder | $1,535 | $9,357-83.6% | $14,255-89.2% | $7,344-79.1% |