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 | $9,946 | $78,705-87.4% | $117,854-91.6% | $70,131-85.8% |
| Participation rate | 59.3% | 73.2%-13.9pp | 79.7%-20.4pp | 69.5%-10.3pp |
| Annual return | 20.51% | 23.30%-2.8pp | 335.08%-314.6pp | 73.14%-52.6pp |
| Employer contribution / active EE | $682 | $2,223-69.3% | $3,786-82.0% | $2,342-70.9% |
| Participant deferral / active EE | $889 | $3,297-73.0% | $4,482-80.2% | $3,332-73.3% |
| Admin fee / account holder | $1,349 | $5,065-73.4% | $8,020-83.2% | $4,645-71.0% |