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 | $16,971 | $64,707-73.8% | $112,228-84.9% | $68,494-75.2% |
| Participation rate | 36.4% | 67.2%-30.8pp | 75.1%-38.7pp | 67.9%-31.5pp |
| Annual return | -22.49% | -11.40%-11.1pp | 27.45%-49.9pp | -7.84%-14.6pp |
| Employer contribution / active EE | $834 | $2,746-69.6% | $3,635-77.1% | $2,596-67.9% |
| Participant deferral / active EE | $1,340 | $3,565-62.4% | $4,728-71.6% | $4,027-66.7% |
| Admin fee / account holder | $317 | $5,232-93.9% | $6,410-95.1% | $5,403-94.1% |