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 5-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 | $12,973 | $118,450-89.0% | $98,439-86.8% | $139,434-90.7% |
| Participation rate | 65.2% | 77.4%-12.2pp | 75.2%-9.9pp | 80.3%-15.1pp |
| Annual return | 17.96% | 18.94%-1.0pp | 21.16%-3.2pp | 372.94%-355.0pp |
| Employer contribution / active EE | $923 | $3,609-74.4% | $3,048-69.7% | $4,751-80.6% |
| Participant deferral / active EE | $1,274 | $5,392-76.4% | $4,738-73.1% | $6,710-81.0% |
| Admin fee / account holder | $2,306 | $14,026-83.6% | $8,948-74.2% | $11,403-79.8% |