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 9-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 | $7,754 | $71,883-89.2% | $86,677-91.1% | $68,494-88.7% |
| Participation rate | 39.0% | 72.2%-33.2pp | 76.6%-37.6pp | 67.9%-28.9pp |
| Annual return | -29.04% | 3.52%-32.6pp | 35.91%-64.9pp | -7.84%-21.2pp |
| Employer contribution / active EE | $889 | $2,173-59.1% | $2,836-68.7% | $2,596-65.8% |
| Participant deferral / active EE | $1,418 | $3,779-62.5% | $4,656-69.5% | $4,027-64.8% |
| Admin fee / account holder | $428 | $6,112-93.0% | $7,493-94.3% | $5,403-92.1% |