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 | $7,029 | $63,346-88.9% | $92,233-92.4% | $70,131-90.0% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 12.35% | 530.12%-517.8pp | 176.28%-163.9pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,040 | $2,471-57.9% | $3,679-71.7% | $2,342-55.6% |
| Participant deferral / active EE | $632 | $2,854-77.9% | $3,897-83.8% | $3,332-81.0% |
| Admin fee / account holder | $709 | $3,840-81.5% | $5,194-86.3% | $4,645-84.7% |