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 5-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 | $25,815 | $71,370-63.8% | $289,028-91.1% | $71,370-63.8% |
| Participation rate | 22.1% | 55.1%-33.1pp | 78.0%-55.9pp | 55.1%-33.1pp |
| Annual return | 23.61% | 15.87%+7.7pp | 243.94%-220.3pp | 15.87%+7.7pp |
| Employer contribution / active EE | $240 | $1,874-87.2% | $6,326-96.2% | $1,874-87.2% |
| Participant deferral / active EE | $803 | $2,656-69.8% | $4,804-83.3% | $2,656-69.8% |
| Admin fee / account holder | $835 | $6,050-86.2% | $14,050-94.1% | $6,050-86.2% |