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 4-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 | $2,563 | $51,175-95.0% | $70,515-96.4% | $75,163-96.6% |
| Participation rate | 13.8% | 60.9%-47.1pp | 68.3%-54.6pp | 67.2%-53.4pp |
| Annual return | -49.09% | 30.02%-79.1pp | 32.77%-81.9pp | 160.62%-209.7pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $247 | $2,849-91.3% | $4,567-94.6% | $4,125-94.0% |
| Admin fee / account holder | $1,072 | $4,091-73.8% | $6,412-83.3% | $5,651-81.0% |