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 5-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 | $21,118 | $93,571-77.4% | $135,903-84.5% | $75,163-71.9% |
| Participation rate | 55.3% | 75.2%-19.9pp | 81.9%-26.6pp | 67.2%-11.9pp |
| Annual return | 24.04% | 30.90%-6.9pp | 68.23%-44.2pp | 160.62%-136.6pp |
| Employer contribution / active EE | $1,384 | $3,537-60.9% | $4,856-71.5% | $2,670-48.2% |
| Participant deferral / active EE | $2,343 | $6,404-63.4% | $7,758-69.8% | $4,125-43.2% |
| Admin fee / account holder | $973 | $6,975-86.1% | $10,762-91.0% | $5,651-82.8% |