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 5-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 | $5,400 | $175,202-96.9% | $149,673-96.4% | $139,434-96.1% |
| Participation rate | 36.8% | 83.4%-46.5pp | 78.8%-41.9pp | 80.3%-43.5pp |
| Annual return | 10.66% | 166.71%-156.1pp | 134.42%-123.8pp | 372.94%-362.3pp |
| Employer contribution / active EE | $467 | $5,474-91.5% | $4,818-90.3% | $4,751-90.2% |
| Participant deferral / active EE | $2,124 | $6,519-67.4% | $5,680-62.6% | $6,710-68.3% |
| Admin fee / account holder | $6,347 | $16,150-60.7% | $13,210-52.0% | $11,403-44.3% |