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 6-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 | $5,101 | $59,159-91.4% | $159,960-96.8% | $66,914-92.4% |
| Participation rate | 26.2% | 68.1%-41.9pp | 78.0%-51.8pp | 69.8%-43.6pp |
| Annual return | -21.47% | -12.26%-9.2pp | 408.60%-430.1pp | 1.58%-23.0pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,368 | $4,395-68.9% | $6,182-77.9% | $4,237-67.7% |
| Admin fee / account holder | $343 | $591-42.0% | $8,698-96.1% | $593-42.2% |