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 3-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 | $19,127 | $74,927-74.5% | $101,794-81.2% | $84,808-77.4% |
| Participation rate | 60.0% | 61.4%-1.4pp | 69.2%-9.2pp | 68.3%-8.3pp |
| Annual return | 17.83% | 18.70%-0.9pp | 30.53%-12.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $546 | $1,522-64.1% | $2,289-76.1% | $2,631-79.2% |
| Participant deferral / active EE | $1,093 | $3,099-64.7% | $4,084-73.2% | $4,212-74.0% |
| Admin fee / account holder | $859 | $6,514-86.8% | $8,777-90.2% | $7,344-88.3% |