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.
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 | $13,415 | $79,449-83.1% | $189,557-92.9% | $85,850-84.4% |
| Participation rate | 58.6% | 66.0%-7.4pp | 78.4%-19.8pp | 69.3%-10.7pp |
| Annual return | 6.88% | 18.45%-11.6pp | 64.17%-57.3pp | 318.53%-311.6pp |
| Employer contribution / active EE | $360 | $2,081-82.7% | $4,412-91.8% | $2,565-86.0% |
| Participant deferral / active EE | $2,386 | $4,051-41.1% | $6,174-61.4% | $3,952-39.6% |
| Admin fee / account holder | $1,612 | $5,377-70.0% | $9,807-83.6% | $6,260-74.2% |