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 | $16,966 | $78,422-78.4% | $95,952-82.3% | $79,858-78.8% |
| Participation rate | 32.5% | 73.5%-41.0pp | 77.1%-44.6pp | 69.6%-37.1pp |
| Annual return | 7.44% | 19.37%-11.9pp | 91.61%-84.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,995 | $3,440-42.0% | $4,167-52.1% | $3,740-46.6% |
| Admin fee / account holder | $3,846 | $5,622-31.6% | $6,795-43.4% | $5,306-27.5% |