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 | $17,116 | $66,098-74.1% | $101,794-83.2% | $74,304-77.0% |
| Participation rate | 22.3% | 53.8%-31.5pp | 69.2%-46.9pp | 60.3%-38.1pp |
| Annual return | 15.76% | 19.59%-3.8pp | 30.53%-14.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $259 | $1,082-76.0% | $2,289-88.7% | $2,241-88.4% |
| Participant deferral / active EE | $368 | $2,781-86.8% | $4,084-91.0% | $3,767-90.2% |
| Admin fee / account holder | $799 | $4,146-80.7% | $8,777-90.9% | $2,969-73.1% |