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 7-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 | $16,903 | $65,390-74.2% | $169,368-90.0% | $71,457-76.3% |
| Participation rate | 21.5% | 67.0%-45.4pp | 77.1%-55.6pp | 67.9%-46.4pp |
| Annual return | 41.78% | 21.31%+20.5pp | 405.60%-363.8pp | 28.85%+12.9pp |
| Employer contribution / active EE | $676 | $2,079-67.5% | $4,013-83.1% | $2,588-73.9% |
| Participant deferral / active EE | $804 | $4,367-81.6% | $6,221-87.1% | $4,289-81.2% |
| Admin fee / account holder | $585 | $1,324-55.8% | $9,003-93.5% | $1,587-63.2% |