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 | $19,030 | $72,277-73.7% | $101,248-81.2% | $79,858-76.2% |
| Participation rate | 46.2% | 68.5%-22.3pp | 75.8%-29.7pp | 69.6%-23.5pp |
| Annual return | 14.05% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $845 | $2,692-68.6% | $3,660-76.9% | $2,471-65.8% |
| Participant deferral / active EE | $1,125 | $3,282-65.7% | $4,370-74.2% | $3,740-69.9% |
| Admin fee / account holder | $999 | $4,400-77.3% | $5,945-83.2% | $5,306-81.2% |