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 5-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 | $18,608 | $109,881-83.1% | $150,045-87.6% | $84,808-78.1% |
| Participation rate | 59.4% | 76.1%-16.7pp | 82.3%-22.9pp | 68.3%-8.9pp |
| Annual return | 32.69% | 28.25%+4.4pp | 62.55%-29.9pp | 40.90%-8.2pp |
| Employer contribution / active EE | $1,748 | $3,561-50.9% | $4,693-62.8% | $2,631-33.6% |
| Participant deferral / active EE | $2,446 | $6,636-63.1% | $7,997-69.4% | $4,212-41.9% |
| Admin fee / account holder | $2,154 | $8,568-74.9% | $13,435-84.0% | $7,344-70.7% |