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 | $10,462 | $58,828-82.2% | $77,999-86.6% | $62,891-83.4% |
| Participation rate | 45.7% | 71.1%-25.4pp | 75.5%-29.9pp | 69.3%-23.7pp |
| Annual return | 8.30% | 17.16%-8.9pp | 425.96%-417.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $744 | $1,672-55.5% | $2,470-69.9% | $2,281-67.4% |
| Participant deferral / active EE | $902 | $2,686-66.4% | $3,497-74.2% | $3,203-71.8% |
| Admin fee / account holder | $657 | $4,393-85.0% | $5,480-88.0% | $4,296-84.7% |