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 6-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 | $20,961 | $93,571-77.6% | $135,903-84.6% | $75,163-72.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 16.66% | 30.90%-14.2pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,581 | $3,537-55.3% | $4,856-67.4% | $2,670-40.8% |
| Participant deferral / active EE | $2,249 | $6,404-64.9% | $7,758-71.0% | $4,125-45.5% |
| Admin fee / account holder | $3,874 | $6,975-44.5% | $10,762-64.0% | $5,651-31.4% |