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 | $17,299 | $86,655-80.0% | $119,609-85.5% | $66,914-74.1% |
| Participation rate | 38.0% | 75.6%-37.6pp | 79.3%-41.3pp | 69.8%-31.8pp |
| Annual return | -19.65% | -8.00%-11.6pp | -14.97%-4.7pp | 1.58%-21.2pp |
| Employer contribution / active EE | $1,251 | $2,536-50.7% | $4,232-70.4% | $2,544-50.8% |
| Participant deferral / active EE | $1,908 | $4,358-56.2% | $5,602-65.9% | $4,237-55.0% |
| Admin fee / account holder | $755 | $7550% | $10,323-92.7% | $593+27.2% |