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 9-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 | $13,419 | $90,590-85.2% | $90,782-85.2% | $135,375-90.1% |
| Participation rate | 42.1% | 83.7%-41.6pp | 82.7%-40.5pp | 82.6%-40.5pp |
| Annual return | -26.56% | -3.40%-23.2pp | -3.42%-23.1pp | 519.73%-546.3pp |
| Employer contribution / active EE | $955 | $4,352-78.1% | $4,105-76.7% | $4,779-80.0% |
| Participant deferral / active EE | $3,709 | $5,407-31.4% | $5,366-30.9% | $5,609-33.9% |
| Admin fee / account holder | $554 | $7,683-92.8% | $5,908-90.6% | $10,827-94.9% |