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 6-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 | $27,526 | $94,625-70.9% | $116,228-76.3% | $84,808-67.5% |
| Participation rate | 40.0% | 70.4%-30.4pp | 74.6%-34.6pp | 68.3%-28.3pp |
| Annual return | 15.15% | 20.40%-5.3pp | 90.06%-74.9pp | 40.90%-25.8pp |
| Employer contribution / active EE | $848 | $2,347-63.8% | $2,994-71.7% | $2,631-67.8% |
| Participant deferral / active EE | $1,287 | $3,972-67.6% | $4,953-74.0% | $4,212-69.5% |
| Admin fee / account holder | $953 | $10,091-90.6% | $11,989-92.1% | $7,344-87.0% |