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 9-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 | $22,653 | $101,724-77.7% | $164,813-86.3% | $80,856-72.0% |
| Participation rate | 31.3% | 71.8%-40.5pp | 78.6%-47.3pp | 67.6%-36.3pp |
| Annual return | 29.34% | 16.72%+12.6pp | 69.93%-40.6pp | 35.59%-6.3pp |
| Employer contribution / active EE | $1,078 | $2,953-63.5% | $4,341-75.2% | $2,755-60.9% |
| Participant deferral / active EE | $1,335 | $4,477-70.2% | $6,031-77.9% | $4,296-68.9% |
| Admin fee / account holder | $7,707 | $8,227-6.3% | $12,690-39.3% | $6,918+11.4% |