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.
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 | $6,285 | $45,031-86.0% | $84,966-92.6% | $77,643-91.9% |
| Participation rate | 22.9% | 48.7%-25.7pp | 67.5%-44.6pp | 70.6%-47.6pp |
| Annual return | 8.81% | 79.22%-70.4pp | 66.38%-57.6pp | 31.24%-22.4pp |
| Employer contribution / active EE | $155 | $1,609-90.4% | $2,727-94.3% | $2,726-94.3% |
| Participant deferral / active EE | $871 | $2,807-69.0% | $4,519-80.7% | $4,647-81.3% |
| Admin fee / account holder | $1,157 | $912+26.9% | $6,149-81.2% | $430+168.9% |