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 | $14,517 | $71,883-79.8% | $86,677-83.3% | $68,494-78.8% |
| Participation rate | 61.8% | 72.2%-10.4pp | 76.6%-14.8pp | 67.9%-6.1pp |
| Annual return | -12.36% | 3.52%-15.9pp | 35.91%-48.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $891 | $2,173-59.0% | $2,836-68.6% | $2,596-65.7% |
| Participant deferral / active EE | $1,574 | $3,779-58.4% | $4,656-66.2% | $4,027-60.9% |
| Admin fee / account holder | $4,765 | $6,112-22.0% | $7,493-36.4% | $5,403-11.8% |