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 | $21,245 | $100,923-78.9% | $150,045-85.8% | $74,304-71.4% |
| Participation rate | 43.2% | 70.1%-26.9pp | 82.3%-39.2pp | 60.3%-17.2pp |
| Annual return | 13.14% | 51.77%-38.6pp | 62.55%-49.4pp | 29.43%-16.3pp |
| Employer contribution / active EE | $904 | $3,463-73.9% | $4,693-80.7% | $2,241-59.6% |
| Participant deferral / active EE | $1,491 | $6,709-77.8% | $7,997-81.3% | $3,767-60.4% |
| Admin fee / account holder | $4,540 | $2,767+64.1% | $13,435-66.2% | $2,969+52.9% |