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.
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 | $4,702 | $80,717-94.2% | $154,803-97.0% | $84,808-94.5% |
| Participation rate | 35.4% | 66.8%-31.4pp | 78.1%-42.7pp | 68.3%-32.9pp |
| Annual return | 8.74% | 37.96%-29.2pp | 58.88%-50.1pp | 40.90%-32.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,085 | $3,303-67.2% | $5,540-80.4% | $4,212-74.2% |
| Admin fee / account holder | $650 | $6,746-90.4% | $14,329-95.5% | $7,344-91.2% |