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 5-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 | $13,278 | $142,344-90.7% | $119,609-88.9% | $134,475-90.1% |
| Participation rate | 42.1% | 82.8%-40.7pp | 79.3%-37.2pp | 81.2%-39.1pp |
| Annual return | -28.14% | -12.44%-15.7pp | -14.97%-13.2pp | 417.96%-446.1pp |
| Employer contribution / active EE | $819 | $5,222-84.3% | $4,232-80.7% | $4,740-82.7% |
| Participant deferral / active EE | $2,616 | $6,469-59.6% | $5,602-53.3% | $6,400-59.1% |
| Admin fee / account holder | $818 | $13,584-94.0% | $10,323-92.1% | $11,426-92.8% |