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 5-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 | $18,365 | $81,460-77.5% | $103,333-82.2% | $80,856-77.3% |
| Participation rate | 64.0% | 66.8%-2.8pp | 74.5%-10.5pp | 67.6%-3.6pp |
| Annual return | 13.14% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,847 | $3,105-8.3% | $3,868-26.4% | $2,755+3.3% |
| Participant deferral / active EE | $1,573 | $3,869-59.3% | $5,057-68.9% | $4,296-63.4% |
| Admin fee / account holder | $4,208 | $6,566-35.9% | $8,355-49.6% | $6,918-39.2% |