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 4-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 | $6,590 | $64,480-89.8% | $81,382-91.9% | $80,856-91.8% |
| Participation rate | 48.5% | 63.9%-15.4pp | 69.5%-21.0pp | 67.6%-19.2pp |
| Annual return | -0.74% | 16.34%-17.1pp | 24.73%-25.5pp | 35.59%-36.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,335 | $3,094+7.8% | $3,883-14.1% | $4,296-22.4% |
| Admin fee / account holder | $644 | $5,671-88.7% | $5,768-88.8% | $6,918-90.7% |