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 8-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 | $23,863 | $78,485-69.6% | $106,213-77.5% | $74,495-68.0% |
| Participation rate | 4.7% | 72.8%-68.1pp | 75.3%-70.6pp | 67.2%-62.5pp |
| Annual return | 7.84% | 15.95%-8.1pp | 116.14%-108.3pp | 1364.94%-1357.1pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $140 | $4,322-96.8% | $5,016-97.2% | $4,346-96.8% |
| Admin fee / account holder | $2,808 | $2,232+25.8% | $11,033-74.5% | $1,942+44.6% |