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 5-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 | $2,542 | $110,261-97.7% | $95,745-97.3% | $139,434-98.2% |
| Participation rate | 22.2% | 75.8%-53.5pp | 72.3%-50.0pp | 80.3%-58.1pp |
| Annual return | -13.00% | 27.11%-40.1pp | 28.35%-41.4pp | 372.94%-385.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $207 | $4,676-95.6% | $4,245-95.1% | $6,710-96.9% |
| Admin fee / account holder | $656 | $6,613-90.1% | $5,678-88.5% | $11,403-94.2% |