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 | $4,917 | $49,915-90.1% | $154,803-96.8% | $74,304-93.4% |
| Participation rate | 39.1% | 54.0%-14.9pp | 78.1%-39.0pp | 60.3%-21.3pp |
| Annual return | 18.94% | 34.06%-15.1pp | 58.88%-39.9pp | 29.43%-10.5pp |
| Employer contribution / active EE | $353 | $1,611-78.1% | $4,305-91.8% | $2,241-84.3% |
| Participant deferral / active EE | $504 | $2,255-77.6% | $5,540-90.9% | $3,767-86.6% |
| Admin fee / account holder | $1,362 | $2,189-37.8% | $14,329-90.5% | $2,969-54.1% |