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 | $7,952 | $65,435-87.8% | $86,677-90.8% | $66,914-88.1% |
| Participation rate | 53.3% | 75.5%-22.2pp | 76.6%-23.3pp | 69.8%-16.5pp |
| Annual return | -50.06% | -10.89%-39.2pp | 35.91%-86.0pp | 1.58%-51.6pp |
| Employer contribution / active EE | $2,098 | $2,153-2.5% | $2,836-26.0% | $2,544-17.5% |
| Participant deferral / active EE | $264 | $4,100-93.6% | $4,656-94.3% | $4,237-93.8% |
| Admin fee / account holder | $624 | $642-2.7% | $7,493-91.7% | $593+5.2% |