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 7-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 | $30,247 | $101,724-70.3% | $164,813-81.6% | $80,856-62.6% |
| Participation rate | 3.2% | 71.8%-68.6pp | 78.6%-75.4pp | 67.6%-64.4pp |
| Annual return | 7.14% | 16.72%-9.6pp | 69.93%-62.8pp | 35.59%-28.5pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $79 | $4,477-98.2% | $6,031-98.7% | $4,296-98.2% |
| Admin fee / account holder | $513 | $8,227-93.8% | $12,690-96.0% | $6,918-92.6% |