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 3-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 | $1,994 | $48,230-95.9% | $67,502-97.0% | $80,856-97.5% |
| Participation rate | 45.3% | 66.4%-21.1pp | 72.9%-27.6pp | 67.6%-22.4pp |
| Annual return | -1.83% | 18.28%-20.1pp | 3512.12%-3514.0pp | 35.59%-37.4pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $567 | $2,924-80.6% | $4,000-85.8% | $4,296-86.8% |
| Admin fee / account holder | $490 | $3,681-86.7% | $3,998-87.7% | $6,918-92.9% |