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 | $18,883 | $79,633-76.3% | $93,789-79.9% | $68,494-72.4% |
| Participation rate | 56.0% | 75.4%-19.4pp | 81.0%-25.0pp | 67.9%-11.9pp |
| Annual return | -18.89% | -0.10%-18.8pp | -11.33%-7.6pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,323-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,027 | $5,158-60.7% | $6,094-66.7% | $4,027-49.7% |
| Admin fee / account holder | $1,019 | $6,871-85.2% | $7,195-85.8% | $5,403-81.1% |