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 10-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 | $20,114 | $89,753-77.6% | $107,525-81.3% | $84,808-76.3% |
| Participation rate | 29.0% | 68.1%-39.0pp | 75.1%-46.0pp | 68.3%-39.3pp |
| Annual return | 16.95% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $834 | $3,113-73.2% | $3,754-77.8% | $2,631-68.3% |
| Participant deferral / active EE | $1,288 | $4,056-68.2% | $5,116-74.8% | $4,212-69.4% |
| Admin fee / account holder | $7,528 | $7,222+4.2% | $8,919-15.6% | $7,344+2.5% |