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 8-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 | $15,971 | $124,281-87.1% | $109,143-85.4% | $167,490-90.5% |
| Participation rate | 60.9% | 79.4%-18.6pp | 75.9%-15.0pp | 82.1%-21.2pp |
| Annual return | 16.90% | 26.04%-9.1pp | 25.75%-8.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,131 | $4,207-73.1% | $3,722-69.6% | $4,837-76.6% |
| Participant deferral / active EE | $1,087 | $5,255-79.3% | $4,653-76.6% | $6,341-82.9% |
| Admin fee / account holder | $1,224 | $7,970-84.6% | $6,752-81.9% | $12,309-90.1% |