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 | $14,607 | $86,929-83.2% | $102,423-85.7% | $80,856-81.9% |
| Participation rate | 55.8% | 72.4%-16.6pp | 76.5%-20.7pp | 67.6%-11.8pp |
| Annual return | 15.76% | 18.88%-3.1pp | 29.32%-13.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $734 | $2,369-69.0% | $3,023-75.7% | $2,755-73.4% |
| Participant deferral / active EE | $1,626 | $4,118-60.5% | $5,053-67.8% | $4,296-62.2% |
| Admin fee / account holder | $1,497 | $8,049-81.4% | $9,451-84.2% | $6,918-78.4% |