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 4-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 | $17,515 | $109,413-84.0% | $156,263-88.8% | $84,808-79.3% |
| Participation rate | 36.0% | 72.7%-36.7pp | 78.9%-42.9pp | 68.3%-32.3pp |
| Annual return | 21.23% | 20.18%+1.0pp | 59.47%-38.2pp | 40.90%-19.7pp |
| Employer contribution / active EE | $855 | $2,907-70.6% | $4,333-80.3% | $2,631-67.5% |
| Participant deferral / active EE | $1,074 | $4,590-76.6% | $6,158-82.6% | $4,212-74.5% |
| Admin fee / account holder | $1,019 | $9,357-89.1% | $14,255-92.9% | $7,344-86.1% |