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 7-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 | $9,019 | $48,750-81.5% | $88,946-89.9% | $74,304-87.9% |
| Participation rate | 22.7% | 44.5%-21.8pp | 68.8%-46.1pp | 60.3%-37.6pp |
| Annual return | 17.76% | 25.91%-8.1pp | 57.82%-40.1pp | 29.43%-11.7pp |
| Employer contribution / active EE | $330 | $1,255-73.7% | $2,555-87.1% | $2,241-85.3% |
| Participant deferral / active EE | $458 | $2,423-81.1% | $4,581-90.0% | $3,767-87.9% |
| Admin fee / account holder | $3,125 | $3,756-16.8% | $8,261-62.2% | $2,969+5.3% |