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 | $24,677 | $80,753-69.4% | $136,294-81.9% | $62,292-60.4% |
| Participation rate | 69.3% | 73.5%-4.2pp | 81.9%-12.6pp | 69.5%-0.2pp |
| Annual return | 14.20% | 35.83%-21.6pp | 5155.94%-5141.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,262 | $2,884-56.3% | $4,695-73.1% | $2,042-38.2% |
| Participant deferral / active EE | $1,909 | $5,164-63.0% | $6,247-69.4% | $3,169-39.8% |
| Admin fee / account holder | $380 | $525-27.7% | $9,243-95.9% | $479-20.8% |