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 | $15,808 | $62,127-74.6% | $81,382-80.6% | $74,495-78.8% |
| Participation rate | 58.3% | 64.0%-5.7pp | 69.5%-11.2pp | 67.2%-8.9pp |
| Annual return | 6.29% | 16.48%-10.2pp | 24.73%-18.4pp | 1364.94%-1358.7pp |
| Employer contribution / active EE | $985 | $1,882-47.6% | $2,463-60.0% | $2,623-62.4% |
| Participant deferral / active EE | $1,259 | $3,229-61.0% | $3,883-67.6% | $4,346-71.0% |
| Admin fee / account holder | $3,525 | $1,934+82.2% | $5,768-38.9% | $1,942+81.6% |