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 | $15,964 | $76,367-79.1% | $93,606-82.9% | $72,985-78.1% |
| Participation rate | 62.9% | 71.7%-8.9pp | 75.8%-13.0pp | 69.5%-6.6pp |
| Annual return | 15.25% | 25.82%-10.6pp | 32.76%-17.5pp | 81.00%-65.8pp |
| Employer contribution / active EE | $629 | $2,275-72.4% | $2,718-76.9% | $2,440-74.2% |
| Participant deferral / active EE | $844 | $3,538-76.1% | $4,069-79.3% | $3,607-76.6% |
| Admin fee / account holder | $2,138 | $6,838-68.7% | $7,888-72.9% | $5,124-58.3% |