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 | $9,204 | $109,881-91.6% | $150,045-93.9% | $84,808-89.1% |
| Participation rate | 45.5% | 76.1%-30.6pp | 82.3%-36.9pp | 68.3%-22.9pp |
| Annual return | 21.15% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $917 | $3,561-74.3% | $4,693-80.5% | $2,631-65.2% |
| Participant deferral / active EE | $2,106 | $6,636-68.3% | $7,997-73.7% | $4,212-50.0% |
| Admin fee / account holder | $564 | $8,568-93.4% | $13,435-95.8% | $7,344-92.3% |