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 | $5,221 | $60,022-91.3% | $88,946-94.1% | $84,808-93.8% |
| Participation rate | 67.9% | 57.8%+10.0pp | 68.8%-1.0pp | 68.3%-0.5pp |
| Annual return | 12.85% | 22.43%-9.6pp | 57.82%-45.0pp | 40.90%-28.1pp |
| Employer contribution / active EE | $62 | $1,703-96.4% | $2,555-97.6% | $2,631-97.7% |
| Participant deferral / active EE | $1,183 | $3,114-62.0% | $4,581-74.2% | $4,212-71.9% |
| Admin fee / account holder | $459 | $4,811-90.5% | $8,261-94.4% | $7,344-93.7% |