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 | $12,864 | $81,460-84.2% | $103,333-87.6% | $80,856-84.1% |
| Participation rate | 55.9% | 66.8%-11.0pp | 74.5%-18.6pp | 67.6%-11.8pp |
| Annual return | 10.79% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,369 | $3,105-55.9% | $3,868-64.6% | $2,755-50.3% |
| Participant deferral / active EE | $1,416 | $3,869-63.4% | $5,057-72.0% | $4,296-67.0% |
| Admin fee / account holder | $3,870 | $6,566-41.1% | $8,355-53.7% | $6,918-44.1% |