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 | $21,786 | $86,929-74.9% | $102,423-78.7% | $80,856-73.1% |
| Participation rate | 52.0% | 72.4%-20.4pp | 76.5%-24.5pp | 67.6%-15.6pp |
| Annual return | 9.67% | 18.88%-9.2pp | 29.32%-19.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,543 | $2,369-34.9% | $3,023-49.0% | $2,755-44.0% |
| Participant deferral / active EE | $1,722 | $4,118-58.2% | $5,053-65.9% | $4,296-59.9% |
| Admin fee / account holder | $908 | $8,049-88.7% | $9,451-90.4% | $6,918-86.9% |