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 10-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 | $21,889 | $65,041-66.3% | $90,951-75.9% | $79,858-72.6% |
| Participation rate | 59.5% | 61.6%-2.1pp | 69.0%-9.5pp | 69.6%-10.1pp |
| Annual return | 8.44% | 30.45%-22.0pp | 134.60%-126.2pp | 31.71%-23.3pp |
| Employer contribution / active EE | $141 | $1,247-88.7% | $2,122-93.3% | $2,471-94.3% |
| Participant deferral / active EE | $2,088 | $2,512-16.9% | $3,373-38.1% | $3,740-44.2% |
| Admin fee / account holder | $5,076 | $4,536+11.9% | $5,959-14.8% | $5,306-4.3% |