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 3-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 | $24,574 | $96,484-74.5% | $156,263-84.3% | $74,304-66.9% |
| Participation rate | 21.5% | 67.7%-46.2pp | 78.9%-57.5pp | 60.3%-38.9pp |
| Annual return | 30.53% | 17.73%+12.8pp | 59.47%-28.9pp | 29.43%+1.1pp |
| Employer contribution / active EE | $838 | $2,528-66.9% | $4,333-80.7% | $2,241-62.6% |
| Participant deferral / active EE | $1,953 | $4,286-54.4% | $6,158-68.3% | $3,767-48.2% |
| Admin fee / account holder | $1,937 | $3,728-48.0% | $14,255-86.4% | $2,969-34.7% |