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 | $17,749 | $91,407-80.6% | $135,903-86.9% | $71,457-75.2% |
| Participation rate | 62.0% | 75.7%-13.6pp | 81.9%-19.9pp | 67.9%-5.9pp |
| Annual return | 20.27% | 29.90%-9.6pp | 68.23%-48.0pp | 28.85%-8.6pp |
| Employer contribution / active EE | $1,390 | $3,703-62.5% | $4,856-71.4% | $2,588-46.3% |
| Participant deferral / active EE | $1,965 | $7,092-72.3% | $7,758-74.7% | $4,289-54.2% |
| Admin fee / account holder | $1,028 | $1,266-18.8% | $10,762-90.4% | $1,587-35.2% |