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 8-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 | $12,139 | $98,750-87.7% | $149,696-91.9% | $79,858-84.8% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.6%-29.6pp |
| Annual return | 13.82% | 27.43%-13.6pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,024 | $3,216-68.2% | $4,644-77.9% | $2,471-58.5% |
| Participant deferral / active EE | $1,952 | $5,680-65.6% | $6,842-71.5% | $3,740-47.8% |
| Admin fee / account holder | $3,514 | $6,053-42.0% | $9,309-62.3% | $5,306-33.8% |