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 | $21,425 | $95,880-77.7% | $107,525-80.1% | $85,563-75.0% |
| Participation rate | 19.0% | 70.1%-51.1pp | 75.1%-56.1pp | 66.0%-46.9pp |
| Annual return | 20.83% | 68.06%-47.2pp | 181.32%-160.5pp | 31.51%-10.7pp |
| Employer contribution / active EE | $832 | $3,812-78.2% | $3,754-77.8% | $2,654-68.6% |
| Participant deferral / active EE | $614 | $4,201-85.4% | $5,116-88.0% | $4,375-86.0% |
| Admin fee / account holder | $605 | $1,025-41.0% | $8,919-93.2% | $834-27.5% |