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 | $9,369 | $83,477-88.8% | $125,175-92.5% | $72,985-87.2% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 24.73% | 25.78%-1.1pp | 43.79%-19.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,285 | $2,345-45.2% | $3,865-66.7% | $2,440-47.3% |
| Participant deferral / active EE | $1,332 | $3,585-62.8% | $4,937-73.0% | $3,607-63.1% |
| Admin fee / account holder | $819 | $5,517-85.2% | $9,702-91.6% | $5,124-84.0% |