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 9-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.
Employer 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 | $12,446 | $74,927-83.4% | $101,794-87.8% | $84,808-85.3% |
| Participation rate | 35.3% | 61.4%-26.1pp | 69.2%-33.9pp | 68.3%-33.0pp |
| Annual return | 11.61% | 18.70%-7.1pp | 30.53%-18.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,717 | $3,099-12.3% | $4,084-33.5% | $4,212-35.5% |
| Admin fee / account holder | $609 | $6,514-90.7% | $8,777-93.1% | $7,344-91.7% |