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 7-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 | $11,982 | $180,028-93.3% | $138,135-91.3% | $158,922-92.5% |
| Participation rate | 50.0% | 82.2%-32.2pp | 78.7%-28.7pp | 82.0%-32.0pp |
| Annual return | 39.47% | 21.68%+17.8pp | 20.51%+19.0pp | 302.83%-263.4pp |
| Employer contribution / active EE | $1,389 | $7,470-81.4% | $5,587-75.1% | $4,761-70.8% |
| Participant deferral / active EE | $2,189 | $7,717-71.6% | $6,431-66.0% | $5,982-63.4% |
| Admin fee / account holder | $751 | $17,912-95.8% | $11,856-93.7% | $11,246-93.3% |