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 | $17,653 | $72,492-75.6% | $87,100-79.7% | $72,985-75.8% |
| Participation rate | 68.7% | 72.8%-4.2pp | 76.9%-8.2pp | 69.5%-0.8pp |
| Annual return | 20.58% | 24.46%-3.9pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,850 | $1,894-2.3% | $2,521-26.6% | $2,440-24.2% |
| Participant deferral / active EE | $536 | $3,270-83.6% | $4,049-86.8% | $3,607-85.1% |
| Admin fee / account holder | $4,508 | $5,055-10.8% | $7,497-39.9% | $5,124-12.0% |