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 6-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 | $28,256 | $84,556-66.6% | $116,228-75.7% | $74,304-62.0% |
| Participation rate | 66.1% | 66.0%+0.1pp | 74.6%-8.4pp | 60.3%+5.8pp |
| Annual return | 20.27% | 18.35%+1.9pp | 90.06%-69.8pp | 29.43%-9.2pp |
| Employer contribution / active EE | $1,257 | $2,168-42.0% | $2,994-58.0% | $2,241-43.9% |
| Participant deferral / active EE | $1,519 | $3,814-60.2% | $4,953-69.3% | $3,767-59.7% |
| Admin fee / account holder | $1,386 | $3,792-63.5% | $11,989-88.4% | $2,969-53.3% |