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 6-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 | $3,938 | $82,664-95.2% | $125,339-96.9% | $68,494-94.2% |
| Participation rate | 41.5% | 75.0%-33.6pp | 82.4%-40.9pp | 67.9%-26.4pp |
| Annual return | -22.44% | -5.97%-16.5pp | 572.05%-594.5pp | -7.84%-14.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,148 | $6,110-81.2% | $7,446-84.6% | $4,027-71.5% |
| Admin fee / account holder | $421 | $6,275-93.3% | $10,010-95.8% | $5,403-92.2% |