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 | $22,287 | $86,286-74.2% | $111,297-80.0% | $85,850-74.0% |
| Participation rate | 34.6% | 73.3%-38.7pp | 77.3%-42.7pp | 69.3%-34.7pp |
| Annual return | 8.59% | 19.99%-11.4pp | 54.65%-46.1pp | 318.53%-309.9pp |
| Employer contribution / active EE | $736 | $2,043-64.0% | $2,731-73.1% | $2,565-71.3% |
| Participant deferral / active EE | $927 | $3,641-74.5% | $4,487-79.3% | $3,952-76.6% |
| Admin fee / account holder | $6,849 | $8,188-16.4% | $7,964-14.0% | $6,260+9.4% |