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 | $16,951 | $109,881-84.6% | $150,045-88.7% | $84,808-80.0% |
| Participation rate | 50.8% | 76.1%-25.3pp | 82.3%-31.6pp | 68.3%-17.5pp |
| Annual return | 28.85% | 28.25%+0.6pp | 62.55%-33.7pp | 40.90%-12.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,440 | $6,636-78.3% | $7,997-82.0% | $4,212-65.8% |
| Admin fee / account holder | $1,389 | $8,568-83.8% | $13,435-89.7% | $7,344-81.1% |