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 7-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 | $10,501 | $95,416-89.0% | $185,823-94.3% | $85,850-87.8% |
| Participation rate | 53.8% | 68.8%-14.9pp | 81.7%-27.9pp | 69.3%-15.5pp |
| Annual return | 10.75% | 23.59%-12.8pp | 122.05%-111.3pp | 318.53%-307.8pp |
| Employer contribution / active EE | $519 | $3,314-84.3% | $5,167-90.0% | $2,565-79.8% |
| Participant deferral / active EE | $891 | $3,423-74.0% | $5,568-84.0% | $3,952-77.5% |
| Admin fee / account holder | $493 | $7,213-93.2% | $16,237-97.0% | $6,260-92.1% |