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 | $17,237 | $100,923-82.9% | $150,045-88.5% | $74,304-76.8% |
| Participation rate | 27.3% | 70.1%-42.7pp | 82.3%-55.0pp | 60.3%-33.0pp |
| Annual return | 13.79% | 51.77%-38.0pp | 62.55%-48.8pp | 29.43%-15.6pp |
| Employer contribution / active EE | $619 | $3,463-82.1% | $4,693-86.8% | $2,241-72.4% |
| Participant deferral / active EE | $955 | $6,709-85.8% | $7,997-88.1% | $3,767-74.7% |
| Admin fee / account holder | $2,500 | $2,767-9.6% | $13,435-81.4% | $2,969-15.8% |