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.)
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 | $12,511 | $71,050-82.4% | $93,606-86.6% | $80,856-84.5% |
| Participation rate | 53.3% | 60.4%-7.1pp | 68.7%-15.4pp | 67.6%-14.3pp |
| Annual return | 7.12% | 11.26%-4.1pp | 133.20%-126.1pp | 35.59%-28.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,132 | $4,034-71.9% | $4,411-74.3% | $4,296-73.6% |
| Admin fee / account holder | $1,924 | $6,945-72.3% | $8,285-76.8% | $6,918-72.2% |