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 | $10,475 | $70,669-85.2% | $169,368-93.8% | $75,163-86.1% |
| Participation rate | 64.5% | 64.8%-0.3pp | 77.1%-12.6pp | 67.2%-2.7pp |
| Annual return | 16.26% | 36.36%-20.1pp | 405.60%-389.3pp | 160.62%-144.4pp |
| Employer contribution / active EE | $704 | $2,211-68.1% | $4,013-82.4% | $2,670-73.6% |
| Participant deferral / active EE | $1,017 | $4,311-76.4% | $6,221-83.6% | $4,125-75.3% |
| Admin fee / account holder | $1,173 | $5,402-78.3% | $9,003-87.0% | $5,651-79.2% |