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 | $16,029 | $94,625-83.1% | $116,228-86.2% | $84,808-81.1% |
| Participation rate | 68.0% | 70.4%-2.4pp | 74.6%-6.6pp | 68.3%-0.3pp |
| Annual return | 12.68% | 20.40%-7.7pp | 90.06%-77.4pp | 40.90%-28.2pp |
| Employer contribution / active EE | $928 | $2,347-60.5% | $2,994-69.0% | $2,631-64.7% |
| Participant deferral / active EE | $1,069 | $3,972-73.1% | $4,953-78.4% | $4,212-74.6% |
| Admin fee / account holder | $1,477 | $10,091-85.4% | $11,989-87.7% | $7,344-79.9% |