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 | $9,030 | $77,813-88.4% | $123,544-92.7% | $64,186-85.9% |
| Participation rate | 69.4% | 74.7%-5.3pp | 82.3%-12.9pp | 69.6%-0.1pp |
| Annual return | -8.13% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,670 | $3,014-11.4% | $4,628-42.3% | $2,381+12.1% |
| Participant deferral / active EE | $2,172 | $5,240-58.5% | $6,426-66.2% | $3,470-37.4% |
| Admin fee / account holder | $4,161 | $5,519-24.6% | $9,284-55.2% | $4,888-14.9% |