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 | $8,126 | $49,915-83.7% | $154,803-94.8% | $74,304-89.1% |
| Participation rate | 43.8% | 54.0%-10.2pp | 78.1%-34.3pp | 60.3%-16.6pp |
| Annual return | 12.08% | 34.06%-22.0pp | 58.88%-46.8pp | 29.43%-17.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $560 | $2,255-75.2% | $5,540-89.9% | $3,767-85.1% |
| Admin fee / account holder | $1,045 | $2,189-52.2% | $14,329-92.7% | $2,969-64.8% |