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 | $27,785 | $101,724-72.7% | $164,813-83.1% | $80,856-65.6% |
| Participation rate | 61.8% | 71.8%-10.1pp | 78.6%-16.8pp | 67.6%-5.9pp |
| Annual return | 7.77% | 16.72%-8.9pp | 69.93%-62.2pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,152 | $2,953-61.0% | $4,341-73.5% | $2,755-58.2% |
| Participant deferral / active EE | $1,669 | $4,477-62.7% | $6,031-72.3% | $4,296-61.1% |
| Admin fee / account holder | $3,775 | $8,227-54.1% | $12,690-70.3% | $6,918-45.4% |