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 | $22,354 | $102,317-78.2% | $146,958-84.8% | $80,856-72.4% |
| Participation rate | 41.7% | 75.8%-34.2pp | 82.2%-40.5pp | 67.6%-26.0pp |
| Annual return | 7.95% | 134.76%-126.8pp | 418.34%-410.4pp | 35.59%-27.6pp |
| Employer contribution / active EE | $919 | $3,713-75.2% | $4,933-81.4% | $2,755-66.6% |
| Participant deferral / active EE | $1,835 | $6,644-72.4% | $8,070-77.3% | $4,296-57.3% |
| Admin fee / account holder | $1,947 | $7,941-75.5% | $12,998-85.0% | $6,918-71.9% |