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 8-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 | $21,870 | $93,571-76.6% | $135,903-83.9% | $75,163-70.9% |
| Participation rate | 67.9% | 75.2%-7.3pp | 81.9%-14.0pp | 67.2%+0.7pp |
| Annual return | 14.47% | 30.90%-16.4pp | 68.23%-53.8pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,000 | $3,537-71.7% | $4,856-79.4% | $2,670-62.5% |
| Participant deferral / active EE | $2,095 | $6,404-67.3% | $7,758-73.0% | $4,125-49.2% |
| Admin fee / account holder | $424 | $6,975-93.9% | $10,762-96.1% | $5,651-92.5% |