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 | $14,954 | $54,541-72.6% | $78,778-81.0% | $70,131-78.7% |
| Participation rate | 34.4% | 60.8%-26.4pp | 69.2%-34.8pp | 69.5%-35.1pp |
| Annual return | 16.63% | 21.07%-4.4pp | 35.62%-19.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $363 | $1,089-66.6% | $1,986-81.7% | $2,342-84.5% |
| Participant deferral / active EE | $622 | $2,210-71.8% | $2,958-79.0% | $3,332-81.3% |
| Admin fee / account holder | $933 | $3,709-74.8% | $5,134-81.8% | $4,645-79.9% |