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 | $27,427 | $110,094-75.1% | $151,611-81.9% | $68,494-60.0% |
| Participation rate | 52.1% | 84.0%-31.8pp | 87.5%-35.4pp | 67.9%-15.8pp |
| Annual return | -19.50% | -10.12%-9.4pp | 3.33%-22.8pp | -7.84%-11.7pp |
| Employer contribution / active EE | $626 | $4,471-86.0% | $6,166-89.8% | $2,596-75.9% |
| Participant deferral / active EE | $3,838 | $6,527-41.2% | $8,363-54.1% | $4,027-4.7% |
| Admin fee / account holder | $579 | $7,719-92.5% | $11,616-95.0% | $5,403-89.3% |