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 | $11,257 | $98,750-88.6% | $149,696-92.5% | $79,858-85.9% |
| Participation rate | 9.4% | 75.8%-66.4pp | 82.5%-73.1pp | 69.6%-60.3pp |
| Annual return | -28.73% | 27.43%-56.2pp | 276.60%-305.3pp | 31.71%-60.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $666 | $5,680-88.3% | $6,842-90.3% | $3,740-82.2% |
| Admin fee / account holder | $3,879 | $6,053-35.9% | $9,309-58.3% | $5,306-26.9% |