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 | $11,938 | $65,557-81.8% | $64,056-81.4% | $71,457-83.3% |
| Participation rate | 30.0% | 73.2%-43.2pp | 72.3%-42.3pp | 67.9%-37.9pp |
| Annual return | 14.17% | 18.94%-4.8pp | 33.69%-19.5pp | 28.85%-14.7pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $909 | $3,626-74.9% | $3,880-76.6% | $4,289-78.8% |
| Admin fee / account holder | $990 | $616+60.8% | $3,068-67.7% | $1,587-37.6% |