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 7-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 | $3,959 | $49,915-92.1% | $154,803-97.4% | $74,304-94.7% |
| Participation rate | 21.2% | 54.0%-32.7pp | 78.1%-56.9pp | 60.3%-39.1pp |
| Annual return | 16.30% | 34.06%-17.8pp | 58.88%-42.6pp | 29.43%-13.1pp |
| Employer contribution / active EE | $285 | $1,611-82.3% | $4,305-93.4% | $2,241-87.3% |
| Participant deferral / active EE | $371 | $2,255-83.6% | $5,540-93.3% | $3,767-90.2% |
| Admin fee / account holder | $758 | $2,189-65.4% | $14,329-94.7% | $2,969-74.5% |