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.
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 | $4,967 | $79,449-93.7% | $189,557-97.4% | $85,850-94.2% |
| Participation rate | 51.9% | 66.0%-14.1pp | 78.4%-26.6pp | 69.3%-17.5pp |
| Annual return | 10.38% | 18.45%-8.1pp | 64.17%-53.8pp | 318.53%-308.2pp |
| Employer contribution / active EE | $366 | $2,081-82.4% | $4,412-91.7% | $2,565-85.7% |
| Participant deferral / active EE | $1,465 | $4,051-63.8% | $6,174-76.3% | $3,952-62.9% |
| Admin fee / account holder | $460 | $5,377-91.4% | $9,807-95.3% | $6,260-92.6% |