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 | $8,994 | $50,982-82.4% | $154,803-94.2% | $85,563-89.5% |
| Participation rate | 19.1% | 59.8%-40.7pp | 78.1%-59.0pp | 66.0%-46.9pp |
| Annual return | 8.58% | 30.35%-21.8pp | 58.88%-50.3pp | 31.51%-22.9pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $493 | $2,474-80.1% | $5,540-91.1% | $4,375-88.7% |
| Admin fee / account holder | $1,268 | $846+49.9% | $14,329-91.1% | $834+52.0% |