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 8-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 | $14,389 | $81,208-82.3% | $98,907-85.5% | $79,858-82.0% |
| Participation rate | 23.5% | 72.5%-49.0pp | 76.0%-52.5pp | 69.6%-46.1pp |
| Annual return | 26.78% | 60.99%-34.2pp | 196.43%-169.6pp | 31.71%-4.9pp |
| Employer contribution / active EE | $738 | $1,960-62.3% | $2,689-72.6% | $2,471-70.1% |
| Participant deferral / active EE | $1,110 | $3,265-66.0% | $4,244-73.8% | $3,740-70.3% |
| Admin fee / account holder | $613 | $6,013-89.8% | $6,642-90.8% | $5,306-88.4% |