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 9-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 | $21,631 | $105,181-79.4% | $159,436-86.4% | $85,850-74.8% |
| Participation rate | 32.4% | 75.8%-43.4pp | 82.8%-50.5pp | 69.3%-37.0pp |
| Annual return | 10.96% | 45.07%-34.1pp | 263.57%-252.6pp | 318.53%-307.6pp |
| Employer contribution / active EE | $914 | $3,318-72.4% | $4,829-81.1% | $2,565-64.4% |
| Participant deferral / active EE | $1,873 | $5,945-68.5% | $7,352-74.5% | $3,952-52.6% |
| Admin fee / account holder | $5,206 | $6,933-24.9% | $10,799-51.8% | $6,260-16.8% |