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 | $12,618 | $63,764-80.2% | $81,930-84.6% | $79,858-84.2% |
| Participation rate | 17.7% | 67.5%-49.8pp | 72.0%-54.3pp | 69.6%-51.9pp |
| Annual return | 13.79% | 22.66%-8.9pp | 29.49%-15.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $402 | $2,780-85.5% | $7,107-94.3% | $3,740-89.2% |
| Admin fee / account holder | $1,066 | $4,426-75.9% | $5,158-79.3% | $5,306-79.9% |