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 4-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 | $23,557 | $109,881-78.6% | $150,045-84.3% | $84,808-72.2% |
| Participation rate | 31.6% | 76.1%-44.5pp | 82.3%-50.7pp | 68.3%-36.7pp |
| Annual return | 23.67% | 28.25%-4.6pp | 62.55%-38.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $1,068 | $3,561-70.0% | $4,693-77.2% | $2,631-59.4% |
| Participant deferral / active EE | $2,281 | $6,636-65.6% | $7,997-71.5% | $4,212-45.8% |
| Admin fee / account holder | $1,477 | $8,568-82.8% | $13,435-89.0% | $7,344-79.9% |