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 4-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 | $12,139 | $65,561-81.5% | $91,541-86.7% | $74,304-83.7% |
| Participation rate | 32.2% | 56.6%-24.4pp | 69.8%-37.6pp | 60.3%-28.1pp |
| Annual return | 28.30% | 17.68%+10.6pp | 20.50%+7.8pp | 29.43%-1.1pp |
| Employer contribution / active EE | $567 | $1,717-67.0% | $2,505-77.3% | $2,241-74.7% |
| Participant deferral / active EE | $934 | $2,918-68.0% | $4,008-76.7% | $3,767-75.2% |
| Admin fee / account holder | $1,177 | $3,333-64.7% | $6,956-83.1% | $2,969-60.4% |