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 | $24,301 | $66,098-63.2% | $101,794-76.1% | $74,304-67.3% |
| Participation rate | 23.3% | 53.8%-30.5pp | 69.2%-45.9pp | 60.3%-37.1pp |
| Annual return | 14.21% | 19.59%-5.4pp | 30.53%-16.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $388 | $1,082-64.1% | $2,289-83.0% | $2,241-82.7% |
| Participant deferral / active EE | $977 | $2,781-64.9% | $4,084-76.1% | $3,767-74.1% |
| Admin fee / account holder | $1,178 | $4,146-71.6% | $8,777-86.6% | $2,969-60.3% |