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 | $12,007 | $102,828-88.3% | $105,387-88.6% | $152,861-92.1% |
| Participation rate | 57.9% | 83.8%-25.9pp | 82.6%-24.7pp | 82.4%-24.6pp |
| Annual return | 11.91% | 20.85%-8.9pp | 26.82%-14.9pp | 345.32%-333.4pp |
| Employer contribution / active EE | $1,482 | $4,473-66.9% | $4,213-64.8% | $4,762-68.9% |
| Participant deferral / active EE | $1,655 | $5,465-69.7% | $5,502-69.9% | $5,850-71.7% |
| Admin fee / account holder | $4,522 | $8,683-47.9% | $6,559-31.1% | $11,596-61.0% |