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 | $24,201 | $91,552-73.6% | $133,956-81.9% | $79,858-69.7% |
| Participation rate | 50.7% | 73.3%-22.7pp | 79.8%-29.2pp | 69.6%-19.0pp |
| Annual return | 14.18% | 61.85%-47.7pp | 45.09%-30.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,193 | $2,384-49.9% | $3,919-69.5% | $2,471-51.7% |
| Participant deferral / active EE | $719 | $3,733-80.7% | $5,048-85.8% | $3,740-80.8% |
| Admin fee / account holder | $3,073 | $6,321-51.4% | $8,927-65.6% | $5,306-42.1% |