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 | $31,112 | $94,625-67.1% | $116,228-73.2% | $84,808-63.3% |
| Participation rate | 36.4% | 70.4%-34.1pp | 74.6%-38.2pp | 68.3%-31.9pp |
| Annual return | 17.88% | 20.40%-2.5pp | 90.06%-72.2pp | 40.90%-23.0pp |
| Employer contribution / active EE | $859 | $2,347-63.4% | $2,994-71.3% | $2,631-67.4% |
| Participant deferral / active EE | $1,329 | $3,972-66.5% | $4,953-73.2% | $4,212-68.4% |
| Admin fee / account holder | $2,161 | $10,091-78.6% | $11,989-82.0% | $7,344-70.6% |