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 | $25,260 | $80,968-68.8% | $96,544-73.8% | $75,163-66.4% |
| Participation rate | 32.3% | 71.8%-39.5pp | 76.0%-43.7pp | 67.2%-34.9pp |
| Annual return | 37.97% | 27.06%+10.9pp | 25.84%+12.1pp | 160.62%-122.7pp |
| Employer contribution / active EE | $871 | $2,282-61.8% | $2,965-70.6% | $2,670-67.4% |
| Participant deferral / active EE | $1,494 | $3,928-62.0% | $4,851-69.2% | $4,125-63.8% |
| Admin fee / account holder | $1,937 | $6,724-71.2% | $8,252-76.5% | $5,651-65.7% |