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 9-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 | $15,805 | $87,870-82.0% | $113,168-86.0% | $74,304-78.7% |
| Participation rate | 45.8% | 70.7%-24.9pp | 76.6%-30.7pp | 60.3%-14.5pp |
| Annual return | 16.76% | 26.44%-9.7pp | 24.27%-7.5pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,157 | $2,277-49.2% | $2,975-61.1% | $2,241-48.4% |
| Participant deferral / active EE | $1,535 | $4,241-63.8% | $5,107-69.9% | $3,767-59.2% |
| Admin fee / account holder | $709 | $3,368-79.0% | $12,068-94.1% | $2,969-76.1% |