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 | $10,814 | $78,422-86.2% | $95,952-88.7% | $79,858-86.5% |
| Participation rate | 23.0% | 73.5%-50.5pp | 77.1%-54.1pp | 69.6%-46.7pp |
| Annual return | -1.58% | 19.37%-21.0pp | 91.61%-93.2pp | 31.71%-33.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,441 | $3,440-58.1% | $4,167-65.4% | $3,740-61.5% |
| Admin fee / account holder | $2,835 | $5,622-49.6% | $6,795-58.3% | $5,306-46.6% |