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.
Employer 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 | $22,223 | $69,977-68.2% | $108,579-79.5% | $62,891-64.7% |
| Participation rate | 29.6% | 72.9%-43.3pp | 79.6%-49.9pp | 69.3%-39.7pp |
| Annual return | 3.99% | 10.73%-6.7pp | -51.70%+55.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $332 | $2,135-84.4% | $3,758-91.2% | $2,281-85.4% |
| Participant deferral / active EE | $1,799 | $3,165-43.2% | $4,311-58.3% | $3,203-43.8% |
| Admin fee / account holder | $893 | $5,076-82.4% | $7,645-88.3% | $4,296-79.2% |