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 | $27,000 | $86,929-68.9% | $102,423-73.6% | $80,856-66.6% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.6%-27.6pp |
| Annual return | 11.99% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $991 | $2,369-58.2% | $3,023-67.2% | $2,755-64.0% |
| Participant deferral / active EE | $1,667 | $4,118-59.5% | $5,053-67.0% | $4,296-61.2% |
| Admin fee / account holder | $1,516 | $8,049-81.2% | $9,451-84.0% | $6,918-78.1% |