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 | $13,256 | $96,484-86.3% | $156,263-91.5% | $74,304-82.2% |
| Participation rate | 33.6% | 67.7%-34.1pp | 78.9%-45.3pp | 60.3%-26.8pp |
| Annual return | 9.60% | 17.73%-8.1pp | 59.47%-49.9pp | 29.43%-19.8pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $537 | $4,286-87.5% | $6,158-91.3% | $3,767-85.7% |
| Admin fee / account holder | $7,575 | $3,728+103.2% | $14,255-46.9% | $2,969+155.1% |