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 | $11,090 | $74,927-85.2% | $101,794-89.1% | $84,808-86.9% |
| Participation rate | 28.2% | 61.4%-33.2pp | 69.2%-41.0pp | 68.3%-40.1pp |
| Annual return | 9.11% | 18.70%-9.6pp | 30.53%-21.4pp | 40.90%-31.8pp |
| Employer contribution / active EE | $553 | $1,522-63.6% | $2,289-75.8% | $2,631-79.0% |
| Participant deferral / active EE | $760 | $3,099-75.5% | $4,084-81.4% | $4,212-81.9% |
| Admin fee / account holder | $3,913 | $6,514-39.9% | $8,777-55.4% | $7,344-46.7% |