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 3-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 | $2,864 | $64,839-95.6% | $95,585-97.0% | $84,808-96.6% |
| Participation rate | 61.5% | 63.8%-2.3pp | 72.1%-10.5pp | 68.3%-6.8pp |
| Annual return | 12.39% | -670.96%+683.3pp | 38.56%-26.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $421 | $1,759-76.0% | $2,527-83.3% | $2,631-84.0% |
| Participant deferral / active EE | $624 | $2,965-79.0% | $4,023-84.5% | $4,212-85.2% |
| Admin fee / account holder | $526 | $5,964-91.2% | $6,127-91.4% | $7,344-92.8% |