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 | $21,609 | $105,181-79.5% | $159,436-86.4% | $85,850-74.8% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.8%-13.1pp | 69.3%+0.4pp |
| Annual return | 12.22% | 45.07%-32.9pp | 263.57%-251.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,059 | $3,318-68.1% | $4,829-78.1% | $2,565-58.7% |
| Participant deferral / active EE | $2,061 | $5,945-65.3% | $7,352-72.0% | $3,952-47.8% |
| Admin fee / account holder | $1,074 | $6,933-84.5% | $10,799-90.1% | $6,260-82.8% |