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 | $7,987 | $57,065-86.0% | $75,670-89.4% | $70,131-88.6% |
| Participation rate | 37.3% | 68.1%-30.8pp | 72.3%-35.0pp | 69.5%-32.2pp |
| Annual return | 23.02% | 23.57%-0.5pp | 27.34%-4.3pp | 73.14%-50.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $919 | $2,580-64.4% | $3,142-70.8% | $3,332-72.4% |
| Admin fee / account holder | $836 | $3,825-78.1% | $5,800-85.6% | $4,645-82.0% |