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 | $23,401 | $71,516-67.3% | $98,439-76.2% | $71,457-67.3% |
| Participation rate | 42.6% | 72.7%-30.1pp | 75.2%-32.5pp | 67.9%-25.3pp |
| Annual return | 49.01% | 32.41%+16.6pp | 21.16%+27.9pp | 28.85%+20.2pp |
| Employer contribution / active EE | $978 | $2,399-59.2% | $3,048-67.9% | $2,588-62.2% |
| Participant deferral / active EE | $1,793 | $4,109-56.4% | $4,738-62.2% | $4,289-58.2% |
| Admin fee / account holder | $1,009 | $1,675-39.7% | $8,948-88.7% | $1,587-36.4% |