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 6-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 | $22,587 | $86,929-74.0% | $102,423-77.9% | $80,856-72.1% |
| Participation rate | 41.5% | 72.4%-30.9pp | 76.5%-35.0pp | 67.6%-26.2pp |
| Annual return | 8.79% | 18.88%-10.1pp | 29.32%-20.5pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,085 | $2,369-54.2% | $3,023-64.1% | $2,755-60.6% |
| Participant deferral / active EE | $1,839 | $4,118-55.3% | $5,053-63.6% | $4,296-57.2% |
| Admin fee / account holder | $3,612 | $8,049-55.1% | $9,451-61.8% | $6,918-47.8% |