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.
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 | $20,661 | $93,571-77.9% | $135,903-84.8% | $75,163-72.5% |
| Participation rate | 58.1% | 75.2%-17.1pp | 81.9%-23.8pp | 67.2%-9.1pp |
| Annual return | 14.50% | 30.90%-16.4pp | 68.23%-53.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $865 | $3,537-75.5% | $4,856-82.2% | $2,670-67.6% |
| Participant deferral / active EE | $1,217 | $6,404-81.0% | $7,758-84.3% | $4,125-70.5% |
| Admin fee / account holder | $646 | $6,975-90.7% | $10,762-94.0% | $5,651-88.6% |