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 9-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 | $11,308 | $72,277-84.4% | $101,248-88.8% | $79,858-85.8% |
| Participation rate | 55.2% | 68.5%-13.3pp | 75.8%-20.6pp | 69.6%-14.5pp |
| Annual return | 21.64% | 22.30%-0.7pp | 46.47%-24.8pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,032 | $2,692-61.6% | $3,660-71.8% | $2,471-58.2% |
| Participant deferral / active EE | $1,219 | $3,282-62.9% | $4,370-72.1% | $3,740-67.4% |
| Admin fee / account holder | $451 | $4,400-89.8% | $5,945-92.4% | $5,306-91.5% |