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 | $8,442 | $138,044-93.9% | $125,339-93.3% | $134,475-93.7% |
| Participation rate | 35.3% | 84.5%-49.2pp | 82.4%-47.1pp | 81.2%-45.9pp |
| Annual return | -21.39% | 750.33%-771.7pp | 572.05%-593.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,023 | $7,799-74.1% | $7,446-72.8% | $6,400-68.4% |
| Admin fee / account holder | $341 | $11,571-97.1% | $10,010-96.6% | $11,426-97.0% |