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 | $29,805 | $100,923-70.5% | $150,045-80.1% | $74,304-59.9% |
| Participation rate | 27.9% | 70.1%-42.2pp | 82.3%-54.5pp | 60.3%-32.5pp |
| Annual return | 18.55% | 51.77%-33.2pp | 62.55%-44.0pp | 29.43%-10.9pp |
| Employer contribution / active EE | $771 | $3,463-77.7% | $4,693-83.6% | $2,241-65.6% |
| Participant deferral / active EE | $1,356 | $6,709-79.8% | $7,997-83.0% | $3,767-64.0% |
| Admin fee / account holder | $1,828 | $2,767-33.9% | $13,435-86.4% | $2,969-38.4% |