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 | $12,003 | $70,428-83.0% | $96,562-87.6% | $85,850-86.0% |
| Participation rate | 47.6% | 61.8%-14.2pp | 69.8%-22.2pp | 69.3%-21.7pp |
| Annual return | 4.46% | 18.59%-14.1pp | 37.78%-33.3pp | 318.53%-314.1pp |
| Employer contribution / active EE | $570 | $1,413-59.7% | $2,356-75.8% | $2,565-77.8% |
| Participant deferral / active EE | $1,144 | $2,894-60.5% | $3,849-70.3% | $3,952-71.0% |
| Admin fee / account holder | $1,512 | $4,997-69.7% | $6,181-75.5% | $6,260-75.8% |