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 8-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 | $23,329 | $86,929-73.2% | $102,423-77.2% | $80,856-71.1% |
| Participation rate | 14.3% | 72.4%-58.1pp | 76.5%-62.2pp | 67.6%-53.4pp |
| Annual return | 4.04% | 18.88%-14.8pp | 29.32%-25.3pp | 35.59%-31.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $771 | $4,118-81.3% | $5,053-84.7% | $4,296-82.0% |
| Admin fee / account holder | $2,178 | $8,049-72.9% | $9,451-77.0% | $6,918-68.5% |