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 8-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 | $7,290 | $77,899-90.6% | $149,673-95.1% | $75,163-90.3% |
| Participation rate | 22.2% | 65.6%-43.4pp | 78.8%-56.5pp | 67.2%-45.0pp |
| Annual return | 6.99% | 31.72%-24.7pp | 134.42%-127.4pp | 160.62%-153.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $662 | $3,411-80.6% | $5,680-88.4% | $4,125-84.0% |
| Admin fee / account holder | $1,150 | $5,956-80.7% | $13,210-91.3% | $5,651-79.7% |