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 | $6,355 | $96,635-93.4% | $86,612-92.7% | $139,434-95.4% |
| Participation rate | 26.1% | 74.4%-48.3pp | 71.7%-45.6pp | 80.3%-54.2pp |
| Annual return | 8.78% | 106.41%-97.6pp | 591.07%-582.3pp | 372.94%-364.2pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $708 | $4,836-85.4% | $4,438-84.0% | $6,710-89.4% |
| Admin fee / account holder | $357 | $6,408-94.4% | $5,614-93.6% | $11,403-96.9% |