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 3-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 | $3,392 | $80,717-95.8% | $154,803-97.8% | $84,808-96.0% |
| Participation rate | 50.0% | 66.8%-16.8pp | 78.1%-28.1pp | 68.3%-18.3pp |
| Annual return | 18.33% | 37.96%-19.6pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $344 | $2,761-87.5% | $4,305-92.0% | $2,631-86.9% |
| Participant deferral / active EE | $579 | $3,303-82.5% | $5,540-89.6% | $4,212-86.3% |
| Admin fee / account holder | $1,377 | $6,746-79.6% | $14,329-90.4% | $7,344-81.2% |