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 4-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 | $19,001 | $87,870-78.4% | $113,168-83.2% | $74,304-74.4% |
| Participation rate | 30.3% | 70.7%-40.4pp | 76.6%-46.3pp | 60.3%-30.0pp |
| Annual return | 34.10% | 26.44%+7.7pp | 24.27%+9.8pp | 29.43%+4.7pp |
| Employer contribution / active EE | $748 | $2,277-67.1% | $2,975-74.8% | $2,241-66.6% |
| Participant deferral / active EE | $1,709 | $4,241-59.7% | $5,107-66.5% | $3,767-54.6% |
| Admin fee / account holder | $863 | $3,368-74.4% | $12,068-92.8% | $2,969-70.9% |