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 | $14,240 | $56,767-74.9% | $101,794-86.0% | $85,563-83.4% |
| Participation rate | 19.4% | 57.6%-38.2pp | 69.2%-49.8pp | 66.0%-46.6pp |
| Annual return | 19.60% | 17.76%+1.8pp | 30.53%-10.9pp | 31.51%-11.9pp |
| Employer contribution / active EE | $379 | $1,112-66.0% | $2,289-83.5% | $2,654-85.7% |
| Participant deferral / active EE | $332 | $2,720-87.8% | $4,084-91.9% | $4,375-92.4% |
| Admin fee / account holder | $893 | $1,098-18.7% | $8,777-89.8% | $834+7.0% |