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 4-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 | $9,286 | $45,031-79.4% | $84,966-89.1% | $77,643-88.0% |
| Participation rate | 4.2% | 48.7%-44.5pp | 67.5%-63.3pp | 70.6%-66.4pp |
| Annual return | 9.16% | 79.22%-70.1pp | 66.38%-57.2pp | 31.24%-22.1pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $279 | $2,807-90.1% | $4,519-93.8% | $4,647-94.0% |
| Admin fee / account holder | $1,008 | $912+10.6% | $6,149-83.6% | $430+134.2% |