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 | $11,376 | $157,256-92.8% | $141,162-91.9% | $152,861-92.6% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.4%-20.9pp |
| Annual return | 23.70% | 64.32%-40.6pp | 71.39%-47.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,197 | $5,261-77.3% | $4,735-74.7% | $4,762-74.9% |
| Participant deferral / active EE | $1,552 | $7,109-78.2% | $6,709-76.9% | $5,850-73.5% |
| Admin fee / account holder | $3,156 | $12,120-74.0% | $10,261-69.2% | $11,596-72.8% |