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 | $8,284 | $65,041-87.3% | $90,951-90.9% | $79,858-89.6% |
| Participation rate | 34.0% | 61.6%-27.6pp | 69.0%-35.0pp | 69.6%-35.7pp |
| Annual return | 18.60% | 30.45%-11.9pp | 134.60%-116.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $365 | $1,247-70.8% | $2,122-82.8% | $2,471-85.2% |
| Participant deferral / active EE | $760 | $2,512-69.7% | $3,373-77.5% | $3,740-79.7% |
| Admin fee / account holder | $576 | $4,536-87.3% | $5,959-90.3% | $5,306-89.2% |