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 9-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 | $27,344 | $192,717-85.8% | $142,449-80.8% | $139,434-80.4% |
| Participation rate | 25.0% | 81.5%-56.5pp | 76.8%-51.8pp | 80.3%-55.3pp |
| Annual return | 17.23% | 17.99%-0.8pp | 19.99%-2.8pp | 372.94%-355.7pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,022 | $7,208-85.8% | $6,283-83.7% | $6,710-84.8% |
| Admin fee / account holder | $1,461 | $15,124-90.3% | $10,011-85.4% | $11,403-87.2% |