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 | $28,156 | $238,490-88.2% | $180,183-84.4% | $142,382-80.2% |
| Participation rate | 68.4% | 82.3%-13.8pp | 77.4%-9.0pp | 80.1%-11.7pp |
| Annual return | 11.98% | 33.56%-21.6pp | 27.86%-15.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,485 | $6,143-75.8% | $5,039-70.5% | $4,299-65.5% |
| Participant deferral / active EE | $1,572 | $7,996-80.3% | $6,822-77.0% | $6,507-75.8% |
| Admin fee / account holder | $1,200 | $28,866-95.8% | $19,975-94.0% | $12,624-90.5% |