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 3-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 | $7,976 | $80,673-90.1% | $101,326-92.1% | $84,808-90.6% |
| Participation rate | 61.9% | 77.8%-15.9pp | 81.5%-19.6pp | 68.3%-6.4pp |
| Annual return | 46.65% | 38.95%+7.7pp | 36.82%+9.8pp | 40.90%+5.7pp |
| Employer contribution / active EE | $1,329 | $2,698-50.7% | $3,665-63.7% | $2,631-49.5% |
| Participant deferral / active EE | $1,624 | $6,840-76.3% | $7,994-79.7% | $4,212-61.4% |
| Admin fee / account holder | $300 | $12,784-97.7% | $11,185-97.3% | $7,344-95.9% |