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 9-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 | $19,284 | $99,985-80.7% | $146,665-86.9% | $85,850-77.5% |
| Participation rate | 34.0% | 73.1%-39.1pp | 80.1%-46.1pp | 69.3%-35.4pp |
| Annual return | 9.68% | 18.93%-9.3pp | 22.74%-13.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $828 | $2,559-67.6% | $4,136-80.0% | $2,565-67.7% |
| Participant deferral / active EE | $1,200 | $4,006-70.0% | $5,506-78.2% | $3,952-69.6% |
| Admin fee / account holder | $2,418 | $7,702-68.6% | $10,280-76.5% | $6,260-61.4% |