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 10-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 | $20,298 | $85,766-76.3% | $136,294-85.1% | $70,131-71.1% |
| Participation rate | 28.6% | 74.2%-45.6pp | 81.9%-53.3pp | 69.5%-41.0pp |
| Annual return | 1.36% | 31.45%-30.1pp | 5155.94%-5154.6pp | 73.14%-71.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,922 | $5,051-62.0% | $6,247-69.2% | $3,332-42.3% |
| Admin fee / account holder | $3,352 | $5,420-38.2% | $9,243-63.7% | $4,645-27.8% |