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 | $9,661 | $80,968-88.1% | $96,544-90.0% | $75,163-87.1% |
| Participation rate | 17.4% | 71.8%-54.4pp | 76.0%-58.6pp | 67.2%-49.8pp |
| Annual return | 12.56% | 27.06%-14.5pp | 25.84%-13.3pp | 160.62%-148.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $199 | $3,928-94.9% | $4,851-95.9% | $4,125-95.2% |
| Admin fee / account holder | $333 | $6,724-95.0% | $8,252-96.0% | $5,651-94.1% |