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 8-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 | $11,547 | $80,673-85.7% | $101,326-88.6% | $84,808-86.4% |
| Participation rate | 57.1% | 77.8%-20.6pp | 81.5%-24.4pp | 68.3%-11.2pp |
| Annual return | 21.95% | 38.95%-17.0pp | 36.82%-14.9pp | 40.90%-18.9pp |
| Employer contribution / active EE | $677 | $2,698-74.9% | $3,665-81.5% | $2,631-74.3% |
| Participant deferral / active EE | $980 | $6,840-85.7% | $7,994-87.7% | $4,212-76.7% |
| Admin fee / account holder | $302 | $12,784-97.6% | $11,185-97.3% | $7,344-95.9% |