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 3-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 | $11,477 | $109,881-89.6% | $150,045-92.4% | $84,808-86.5% |
| Participation rate | 68.2% | 76.1%-7.9pp | 82.3%-14.1pp | 68.3%-0.1pp |
| Annual return | 13.92% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,519 | $3,561-57.3% | $4,693-67.6% | $2,631-42.3% |
| Participant deferral / active EE | $1,487 | $6,636-77.6% | $7,997-81.4% | $4,212-64.7% |
| Admin fee / account holder | $3,595 | $8,568-58.0% | $13,435-73.2% | $7,344-51.0% |