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 8-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,617 | $74,927-73.8% | $101,794-80.7% | $84,808-76.9% |
| Participation rate | 22.2% | 61.4%-39.2pp | 69.2%-47.0pp | 68.3%-46.1pp |
| Annual return | 9.70% | 18.70%-9.0pp | 30.53%-20.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $452 | $1,522-70.3% | $2,289-80.3% | $2,631-82.8% |
| Participant deferral / active EE | $895 | $3,099-71.1% | $4,084-78.1% | $4,212-78.8% |
| Admin fee / account holder | $4,861 | $6,514-25.4% | $8,777-44.6% | $7,344-33.8% |