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 | $2,696 | $42,894-93.7% | $60,874-95.6% | $68,494-96.1% |
| Participation rate | 47.9% | 66.8%-18.9pp | 73.1%-25.2pp | 67.9%-20.0pp |
| Annual return | -20.56% | -13.98%-6.6pp | 16.90%-37.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,018 | $2,867-64.5% | $3,817-73.3% | $4,027-74.7% |
| Admin fee / account holder | $356 | $3,101-88.5% | $3,224-88.9% | $5,403-93.4% |