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 | $18,597 | $66,098-71.9% | $101,794-81.7% | $74,304-75.0% |
| Participation rate | 21.7% | 53.8%-32.1pp | 69.2%-47.5pp | 60.3%-38.7pp |
| Annual return | 12.99% | 19.59%-6.6pp | 30.53%-17.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $400 | $1,082-63.0% | $2,289-82.5% | $2,241-82.1% |
| Participant deferral / active EE | $1,109 | $2,781-60.1% | $4,084-72.8% | $3,767-70.5% |
| Admin fee / account holder | $3,629 | $4,146-12.5% | $8,777-58.7% | $2,969+22.2% |