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 8-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 | $20,875 | $95,803-78.2% | $113,168-81.6% | $84,808-75.4% |
| Participation rate | 65.4% | 72.9%-7.5pp | 76.6%-11.2pp | 68.3%-2.9pp |
| Annual return | 16.07% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,263 | $2,360-46.5% | $2,975-57.6% | $2,631-52.0% |
| Participant deferral / active EE | $1,781 | $4,242-58.0% | $5,107-65.1% | $4,212-57.7% |
| Admin fee / account holder | $883 | $8,989-90.2% | $12,068-92.7% | $7,344-88.0% |