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 6-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 | $4,596 | $48,335-90.5% | $121,098-96.2% | $71,457-93.6% |
| Participation rate | 49.1% | 54.3%-5.2pp | 69.5%-20.4pp | 67.9%-18.8pp |
| Annual return | 13.00% | 23.32%-10.3pp | 985.75%-972.7pp | 28.85%-15.8pp |
| Employer contribution / active EE | $407 | $1,489-72.7% | $4,164-90.2% | $2,588-84.3% |
| Participant deferral / active EE | $572 | $2,754-79.2% | $4,080-86.0% | $4,289-86.7% |
| Admin fee / account holder | $507 | $1,841-72.5% | $5,644-91.0% | $1,587-68.1% |