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 9-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 | $21,662 | $202,318-89.3% | $172,739-87.5% | $152,861-85.8% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.4%-18.8pp |
| Annual return | 4.89% | 1029.65%-1024.8pp | 802.84%-798.0pp | 345.32%-340.4pp |
| Employer contribution / active EE | $1,450 | $5,856-75.2% | $5,143-71.8% | $4,762-69.6% |
| Participant deferral / active EE | $1,727 | $5,948-71.0% | $5,198-66.8% | $5,850-70.5% |
| Admin fee / account holder | $2,798 | $17,109-83.6% | $13,954-79.9% | $11,596-75.9% |