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 | $12,314 | $50,815-75.8% | $155,509-92.1% | $77,643-84.1% |
| Participation rate | 16.2% | 63.1%-46.9pp | 78.2%-62.0pp | 70.6%-54.4pp |
| Annual return | 12.74% | 34.80%-22.1pp | 64.67%-51.9pp | 31.24%-18.5pp |
| Employer contribution / active EE | $427 | $1,993-78.6% | $4,672-90.9% | $2,726-84.3% |
| Participant deferral / active EE | $766 | $2,822-72.8% | $5,626-86.4% | $4,647-83.5% |
| Admin fee / account holder | $3,378 | $437+673.5% | $15,912-78.8% | $430+684.8% |