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 | $20,335 | $87,870-76.9% | $113,168-82.0% | $74,304-72.6% |
| Participation rate | 33.9% | 70.7%-36.8pp | 76.6%-42.6pp | 60.3%-26.4pp |
| Annual return | 17.35% | 26.44%-9.1pp | 24.27%-6.9pp | 29.43%-12.1pp |
| Employer contribution / active EE | $682 | $2,277-70.1% | $2,975-77.1% | $2,241-69.6% |
| Participant deferral / active EE | $1,840 | $4,241-56.6% | $5,107-64.0% | $3,767-51.2% |
| Admin fee / account holder | $1,731 | $3,368-48.6% | $12,068-85.7% | $2,969-41.7% |