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 3-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 | $7,268 | $110,257-93.4% | $96,544-92.5% | $139,434-94.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 41.26% | 26.32%+14.9pp | 25.84%+15.4pp | 372.94%-331.7pp |
| Employer contribution / active EE | $1,048 | $3,620-71.1% | $2,965-64.7% | $4,751-77.9% |
| Participant deferral / active EE | $1,262 | $5,548-77.3% | $4,851-74.0% | $6,710-81.2% |
| Admin fee / account holder | $383 | $11,591-96.7% | $8,252-95.4% | $11,403-96.6% |