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 7-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 | $24,273 | $109,881-77.9% | $150,045-83.8% | $84,808-71.4% |
| Participation rate | 12.5% | 76.1%-63.6pp | 82.3%-69.8pp | 68.3%-55.8pp |
| Annual return | -0.32% | 28.25%-28.6pp | 62.55%-62.9pp | 40.90%-41.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $737 | $6,636-88.9% | $7,997-90.8% | $4,212-82.5% |
| Admin fee / account holder | $3,876 | $8,568-54.8% | $13,435-71.1% | $7,344-47.2% |