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 | $9,251 | $69,515-86.7% | $86,874-89.4% | $85,850-89.2% |
| Participation rate | 12.1% | 66.3%-54.2pp | 71.6%-59.5pp | 69.3%-57.2pp |
| Annual return | -8.21% | 20.12%-28.3pp | 63.52%-71.7pp | 318.53%-326.7pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $830 | $2,919-71.6% | $3,699-77.6% | $3,952-79.0% |
| Admin fee / account holder | $910 | $5,972-84.8% | $5,828-84.4% | $6,260-85.5% |