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 10-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 | $9,598 | $50,464-81.0% | $75,781-87.3% | $52,331-81.7% |
| Participation rate | 66.4% | 66.8%-0.4pp | 75.8%-9.4pp | 68.1%-1.7pp |
| Annual return | 39.00% | 1.03%+38.0pp | 9.68%+29.3pp | 4.54%+34.5pp |
| Employer contribution / active EE | $816 | $1,988-59.0% | $3,323-75.4% | $1,882-56.6% |
| Participant deferral / active EE | $394 | $2,570-84.7% | $3,651-89.2% | $3,022-87.0% |
| Admin fee / account holder | $496 | $1,103-55.0% | $5,299-90.6% | $592-16.2% |