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 7-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 | $13,904 | $69,010-79.9% | $159,960-91.3% | $68,494-79.7% |
| Participation rate | 42.2% | 65.4%-23.2pp | 78.0%-35.7pp | 67.9%-25.7pp |
| Annual return | -19.66% | -9.65%-10.0pp | 408.60%-428.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $389 | $2,213-82.4% | $4,226-90.8% | $2,596-85.0% |
| Participant deferral / active EE | $2,286 | $4,212-45.7% | $6,182-63.0% | $4,027-43.2% |
| Admin fee / account holder | $790 | $4,798-83.5% | $8,698-90.9% | $5,403-85.4% |