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 | $5,196 | $58,577-91.1% | $83,333-93.8% | $64,186-91.9% |
| Participation rate | 38.1% | 72.0%-33.9pp | 77.8%-39.7pp | 69.6%-31.5pp |
| Annual return | -16.71% | 9.65%-26.4pp | 10.63%-27.3pp | 7.63%-24.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,765 | $4,654-62.1% | $5,565-68.3% | $3,470-49.1% |
| Admin fee / account holder | $707 | $9,275-92.4% | $7,510-90.6% | $4,888-85.5% |