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.
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 | $9,808 | $61,156-84.0% | $185,823-94.7% | $79,386-87.6% |
| Participation rate | 23.1% | 66.6%-43.5pp | 81.7%-58.6pp | 70.7%-47.6pp |
| Annual return | -4.06% | 19.45%-23.5pp | 122.05%-126.1pp | 116.85%-120.9pp |
| Employer contribution / active EE | $223 | $2,321-90.4% | $5,167-95.7% | $2,427-90.8% |
| Participant deferral / active EE | $1,141 | $2,789-59.1% | $5,568-79.5% | $4,046-71.8% |
| Admin fee / account holder | $1,332 | $710+87.7% | $16,237-91.8% | $626+112.6% |