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 | $15,159 | $125,758-87.9% | $169,993-91.1% | $75,163-79.8% |
| Participation rate | 56.5% | 83.6%-27.1pp | 87.0%-30.5pp | 67.2%-10.7pp |
| Annual return | 17.83% | 27.20%-9.4pp | 53.37%-35.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,494 | $6,837-78.1% | $10,408-85.6% | $4,125-63.8% |
| Admin fee / account holder | $1,881 | $8,173-77.0% | $12,815-85.3% | $5,651-66.7% |