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 | $18,562 | $99,985-81.4% | $146,665-87.3% | $85,850-78.4% |
| Participation rate | 22.2% | 73.1%-50.8pp | 80.1%-57.8pp | 69.3%-47.1pp |
| Annual return | 15.39% | 18.93%-3.5pp | 22.74%-7.4pp | 318.53%-303.1pp |
| Employer contribution / active EE | $932 | $2,559-63.6% | $4,136-77.5% | $2,565-63.7% |
| Participant deferral / active EE | $1,173 | $4,006-70.7% | $5,506-78.7% | $3,952-70.3% |
| Admin fee / account holder | $559 | $7,702-92.7% | $10,280-94.6% | $6,260-91.1% |