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 4-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 | $19,168 | $69,454-72.4% | $180,183-89.4% | $74,304-74.2% |
| Participation rate | 22.3% | 61.8%-39.5pp | 77.4%-55.1pp | 60.3%-38.0pp |
| Annual return | 58.48% | 25.86%+32.6pp | 27.86%+30.6pp | 29.43%+29.0pp |
| Employer contribution / active EE | $949 | $3,155-69.9% | $5,039-81.2% | $2,241-57.6% |
| Participant deferral / active EE | $1,624 | $4,662-65.2% | $6,822-76.2% | $3,767-56.9% |
| Admin fee / account holder | $2,253 | $3,036-25.8% | $19,975-88.7% | $2,969-24.1% |