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 | $17,530 | $95,803-81.7% | $113,168-84.5% | $84,808-79.3% |
| Participation rate | 29.0% | 72.9%-43.8pp | 76.6%-47.5pp | 68.3%-39.3pp |
| Annual return | 25.50% | 25.00%+0.5pp | 24.27%+1.2pp | 40.90%-15.4pp |
| Employer contribution / active EE | $983 | $2,360-58.3% | $2,975-66.9% | $2,631-62.6% |
| Participant deferral / active EE | $1,395 | $4,242-67.1% | $5,107-72.7% | $4,212-66.9% |
| Admin fee / account holder | $1,014 | $8,989-88.7% | $12,068-91.6% | $7,344-86.2% |