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.
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 | $6,614 | $62,586-89.4% | $76,768-91.4% | $64,186-89.7% |
| Participation rate | 42.9% | 72.8%-30.0pp | 77.0%-34.1pp | 69.6%-26.7pp |
| Annual return | -9.86% | -1.95%-7.9pp | 2.43%-12.3pp | 7.63%-17.5pp |
| Employer contribution / active EE | $186 | $1,832-89.9% | $2,485-92.5% | $2,381-92.2% |
| Participant deferral / active EE | $2,125 | $3,145-32.4% | $3,852-44.8% | $3,470-38.8% |
| Admin fee / account holder | $377 | $4,667-91.9% | $6,675-94.3% | $4,888-92.3% |