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 | $4,795 | $54,541-91.2% | $78,778-93.9% | $70,131-93.2% |
| Participation rate | 18.5% | 60.8%-42.3pp | 69.2%-50.7pp | 69.5%-51.1pp |
| Annual return | 18.17% | 21.07%-2.9pp | 35.62%-17.4pp | 73.14%-55.0pp |
| Employer contribution / active EE | $250 | $1,089-77.1% | $1,986-87.4% | $2,342-89.3% |
| Participant deferral / active EE | $337 | $2,210-84.7% | $2,958-88.6% | $3,332-89.9% |
| Admin fee / account holder | $1,198 | $3,709-67.7% | $5,134-76.7% | $4,645-74.2% |