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 | $19,334 | $78,422-75.3% | $95,952-79.9% | $79,858-75.8% |
| Participation rate | 58.1% | 73.5%-15.4pp | 77.1%-19.0pp | 69.6%-11.6pp |
| Annual return | 18.23% | 19.37%-1.1pp | 91.61%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $761 | $1,945-60.9% | $2,541-70.0% | $2,471-69.2% |
| Participant deferral / active EE | $1,275 | $3,440-62.9% | $4,167-69.4% | $3,740-65.9% |
| Admin fee / account holder | $677 | $5,622-88.0% | $6,795-90.0% | $5,306-87.2% |