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 10-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 | $12,575 | $64,348-80.5% | $90,160-86.1% | $70,131-82.1% |
| Participation rate | 69.0% | 70.4%-1.5pp | 76.9%-7.9pp | 69.5%-0.6pp |
| Annual return | 19.89% | 28.13%-8.2pp | 34.88%-15.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,442 | $4,389-67.1% | $5,288-72.7% | $3,332-56.7% |
| Admin fee / account holder | $2,527 | $3,944-35.9% | $5,943-57.5% | $4,645-45.6% |