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 6-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 | $6,178 | $81,460-92.4% | $103,333-94.0% | $80,856-92.4% |
| Participation rate | 18.4% | 66.8%-48.4pp | 74.5%-56.1pp | 67.6%-49.2pp |
| Annual return | 8.96% | 25.55%-16.6pp | 24.88%-15.9pp | 35.59%-26.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,266 | $3,869-67.3% | $5,057-75.0% | $4,296-70.5% |
| Admin fee / account holder | $339 | $6,566-94.8% | $8,355-95.9% | $6,918-95.1% |