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 | $27,238 | $109,413-75.1% | $156,263-82.6% | $84,808-67.9% |
| Participation rate | 30.3% | 72.7%-42.4pp | 78.9%-48.6pp | 68.3%-38.0pp |
| Annual return | 14.68% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,268 | $2,907-56.4% | $4,333-70.7% | $2,631-51.8% |
| Participant deferral / active EE | $1,527 | $4,590-66.7% | $6,158-75.2% | $4,212-63.7% |
| Admin fee / account holder | $8,279 | $9,357-11.5% | $14,255-41.9% | $7,344+12.7% |