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 7-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 | $12,718 | $80,968-84.3% | $96,544-86.8% | $75,163-83.1% |
| Participation rate | 55.7% | 71.8%-16.1pp | 76.0%-20.2pp | 67.2%-11.5pp |
| Annual return | 15.31% | 27.06%-11.7pp | 25.84%-10.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $646 | $2,282-71.7% | $2,965-78.2% | $2,670-75.8% |
| Participant deferral / active EE | $1,451 | $3,928-63.1% | $4,851-70.1% | $4,125-64.8% |
| Admin fee / account holder | $1,521 | $6,724-77.4% | $8,252-81.6% | $5,651-73.1% |