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 | $25,641 | $84,556-69.7% | $116,228-77.9% | $74,304-65.5% |
| Participation rate | 64.3% | 66.0%-1.7pp | 74.6%-10.2pp | 60.3%+4.0pp |
| Annual return | 12.22% | 18.35%-6.1pp | 90.06%-77.8pp | 29.43%-17.2pp |
| Employer contribution / active EE | $635 | $2,168-70.7% | $2,994-78.8% | $2,241-71.7% |
| Participant deferral / active EE | $854 | $3,814-77.6% | $4,953-82.8% | $3,767-77.3% |
| Admin fee / account holder | $581 | $3,792-84.7% | $11,989-95.2% | $2,969-80.4% |