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 | $15,598 | $110,257-85.9% | $96,544-83.8% | $139,434-88.8% |
| Participation rate | 47.8% | 78.1%-30.3pp | 76.0%-28.1pp | 80.3%-32.5pp |
| Annual return | 40.87% | 26.32%+14.5pp | 25.84%+15.0pp | 372.94%-332.1pp |
| Employer contribution / active EE | $1,379 | $3,620-61.9% | $2,965-53.5% | $4,751-71.0% |
| Participant deferral / active EE | $1,585 | $5,548-71.4% | $4,851-67.3% | $6,710-76.4% |
| Admin fee / account holder | $1,370 | $11,591-88.2% | $8,252-83.4% | $11,403-88.0% |