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 | $22,717 | $85,766-73.5% | $136,294-83.3% | $70,131-67.6% |
| Participation rate | 38.7% | 74.2%-35.4pp | 81.9%-43.2pp | 69.5%-30.8pp |
| Annual return | 3.72% | 31.45%-27.7pp | 5155.94%-5152.2pp | 73.14%-69.4pp |
| Employer contribution / active EE | $48 | $2,966-98.4% | $4,695-99.0% | $2,342-97.9% |
| Participant deferral / active EE | $2,420 | $5,051-52.1% | $6,247-61.3% | $3,332-27.4% |
| Admin fee / account holder | $2,414 | $5,420-55.5% | $9,243-73.9% | $4,645-48.0% |