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 | $24,414 | $84,414-71.1% | $164,813-85.2% | - |
| Participation rate | 46.2% | 69.4%-23.2pp | 78.6%-32.4pp | - |
| Annual return | 25.84% | 13.94%+11.9pp | 69.93%-44.1pp | - |
| Employer contribution / active EE | $1,354 | $2,400-43.6% | $4,341-68.8% | - |
| Participant deferral / active EE | $2,401 | $4,277-43.9% | $6,031-60.2% | - |
| Admin fee / account holder | $2,070 | $4,429-53.3% | $12,690-83.7% | - |