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 5-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 | $30,249 | $110,094-72.5% | $151,611-80.0% | $68,494-55.8% |
| Participation rate | 45.0% | 84.0%-39.0pp | 87.5%-42.5pp | 67.9%-22.9pp |
| Annual return | -20.80% | -10.12%-10.7pp | 3.33%-24.1pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,272 | $4,471-71.6% | $6,166-79.4% | $2,596-51.0% |
| Participant deferral / active EE | $3,230 | $6,527-50.5% | $8,363-61.4% | $4,027-19.8% |
| Admin fee / account holder | $1,677 | $7,719-78.3% | $11,616-85.6% | $5,403-69.0% |