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 8-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 | $7,258 | $76,000-90.4% | $154,107-95.3% | $64,186-88.7% |
| Participation rate | 31.5% | 70.4%-39.0pp | 83.0%-51.6pp | 69.6%-38.1pp |
| Annual return | -9.34% | 30.32%-39.7pp | 735.12%-744.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $328 | $3,351-90.2% | $5,298-93.8% | $2,381-86.2% |
| Participant deferral / active EE | $1,004 | $3,175-68.4% | $5,081-80.2% | $3,470-71.1% |
| Admin fee / account holder | $574 | $5,596-89.7% | $13,411-95.7% | $4,888-88.3% |