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 | $19,585 | $79,944-75.5% | $98,439-80.1% | $75,163-73.9% |
| Participation rate | 42.1% | 70.4%-28.3pp | 75.2%-33.1pp | 67.2%-25.1pp |
| Annual return | 9.80% | 19.75%-9.9pp | 21.16%-11.4pp | 160.62%-150.8pp |
| Employer contribution / active EE | $165 | $2,264-92.7% | $3,048-94.6% | $2,670-93.8% |
| Participant deferral / active EE | $2,310 | $3,752-38.4% | $4,738-51.2% | $4,125-44.0% |
| Admin fee / account holder | $1,646 | $6,840-75.9% | $8,948-81.6% | $5,651-70.9% |