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 | $2,931 | $65,561-95.5% | $86,188-96.6% | $75,163-96.1% |
| Participation rate | 36.7% | 60.5%-23.8pp | 69.0%-32.3pp | 67.2%-30.5pp |
| Annual return | -153.98% | 46.05%-200.0pp | 1168.45%-1322.4pp | 160.62%-314.6pp |
| Employer contribution / active EE | $571 | $1,553-63.3% | $2,380-76.0% | $2,670-78.6% |
| Participant deferral / active EE | $1,154 | $3,024-61.8% | $3,985-71.0% | $4,125-72.0% |
| Admin fee / account holder | $1,149 | $5,474-79.0% | $6,852-83.2% | $5,651-79.7% |