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 | $6,476 | $61,272-89.4% | $149,673-95.7% | $71,457-90.9% |
| Participation rate | 23.3% | 62.5%-39.2pp | 78.8%-55.4pp | 67.9%-44.6pp |
| Annual return | 0.78% | 35.85%-35.1pp | 134.42%-133.6pp | 28.85%-28.1pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $833 | $2,917-71.4% | $5,680-85.3% | $4,289-80.6% |
| Admin fee / account holder | $1,033 | $1,261-18.1% | $13,210-92.2% | $1,587-34.9% |