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 | $9,888 | $55,706-82.2% | $75,886-87.0% | $72,985-86.5% |
| Participation rate | 41.1% | 61.1%-20.1pp | 69.3%-28.2pp | 69.5%-28.4pp |
| Annual return | 18.21% | 27.59%-9.4pp | 30.76%-12.5pp | 81.00%-62.8pp |
| Employer contribution / active EE | $380 | $1,687-77.5% | $2,500-84.8% | $2,440-84.4% |
| Participant deferral / active EE | $632 | $2,634-76.0% | $3,603-82.4% | $3,607-82.5% |
| Admin fee / account holder | $1,766 | $3,978-55.6% | $5,418-67.4% | $5,124-65.5% |