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.
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 | $7,305 | $77,419-90.6% | $69,455-89.5% | $152,861-95.2% |
| Participation rate | 69.6% | 78.1%-8.5pp | 74.6%-5.0pp | 82.4%-12.9pp |
| Annual return | 3.93% | 39.06%-35.1pp | 28.97%-25.0pp | 345.32%-341.4pp |
| Employer contribution / active EE | $1,248 | $3,315-62.3% | $2,779-55.1% | $4,762-73.8% |
| Participant deferral / active EE | $632 | $4,414-85.7% | $3,535-82.1% | $5,850-89.2% |
| Admin fee / account holder | $381 | $6,207-93.9% | $3,839-90.1% | $11,596-96.7% |