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 | $6,123 | $60,124-89.8% | $90,404-93.2% | $79,858-92.3% |
| Participation rate | 44.2% | 65.0%-20.8pp | 72.7%-28.5pp | 69.6%-25.4pp |
| Annual return | 1.97% | 71.94%-70.0pp | 1293.02%-1291.0pp | 31.71%-29.7pp |
| Employer contribution / active EE | $318 | $2,068-84.6% | $3,262-90.2% | $2,471-87.1% |
| Participant deferral / active EE | $464 | $2,938-84.2% | $3,963-88.3% | $3,740-87.6% |
| Admin fee / account holder | $626 | $3,976-84.2% | $5,611-88.8% | $5,306-88.2% |