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 4-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 | $17,219 | $93,571-81.6% | $135,903-87.3% | $75,163-77.1% |
| Participation rate | 39.4% | 75.2%-35.8pp | 81.9%-42.5pp | 67.2%-27.8pp |
| Annual return | 30.59% | 30.90%-0.3pp | 68.23%-37.6pp | 160.62%-130.0pp |
| Employer contribution / active EE | $1,773 | $3,537-49.9% | $4,856-63.5% | $2,670-33.6% |
| Participant deferral / active EE | $2,206 | $6,404-65.6% | $7,758-71.6% | $4,125-46.5% |
| Admin fee / account holder | $4,248 | $6,975-39.1% | $10,762-60.5% | $5,651-24.8% |