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 | $6,529 | $65,409-90.0% | $98,442-93.4% | $85,850-92.4% |
| Participation rate | 34.4% | 65.0%-30.6pp | 73.3%-39.0pp | 69.3%-34.9pp |
| Annual return | 0.87% | 21.76%-20.9pp | 1492.73%-1491.9pp | 318.53%-317.7pp |
| Employer contribution / active EE | $377 | $2,168-82.6% | $2,960-87.3% | $2,565-85.3% |
| Participant deferral / active EE | $584 | $3,166-81.5% | $4,276-86.3% | $3,952-85.2% |
| Admin fee / account holder | $707 | $4,593-84.6% | $5,949-88.1% | $6,260-88.7% |