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 | $15,409 | $817,678-98.1% | $392,568-96.1% | $152,861-89.9% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.1%-40.6pp | 82.4%-44.9pp |
| Annual return | 35.81% | 22.84%+13.0pp | 24.42%+11.4pp | 345.32%-309.5pp |
| Employer contribution / active EE | $929 | $5,502-83.1% | $3,783-75.4% | $4,762-80.5% |
| Participant deferral / active EE | $926 | $8,398-89.0% | $5,985-84.5% | $5,850-84.2% |
| Admin fee / account holder | $2,312 | $12,095-80.9% | $6,260-63.1% | $11,596-80.1% |