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 | $8,188 | $80,673-89.9% | $101,326-91.9% | $84,808-90.3% |
| Participation rate | 33.3% | 77.8%-44.4pp | 81.5%-48.2pp | 68.3%-35.0pp |
| Annual return | 22.38% | 38.95%-16.6pp | 36.82%-14.4pp | 40.90%-18.5pp |
| Employer contribution / active EE | $832 | $2,698-69.2% | $3,665-77.3% | $2,631-68.4% |
| Participant deferral / active EE | $1,211 | $6,840-82.3% | $7,994-84.8% | $4,212-71.2% |
| Admin fee / account holder | $3,819 | $12,784-70.1% | $11,185-65.9% | $7,344-48.0% |