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 10-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 | $10,732 | $52,208-79.4% | $86,612-87.6% | $74,419-85.6% |
| Participation rate | 8.4% | 66.3%-57.9pp | 71.7%-63.3pp | 70.7%-62.3pp |
| Annual return | 9.55% | 44.46%-34.9pp | 591.07%-581.5pp | 34.38%-24.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,022-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $153 | $3,383-95.5% | $4,438-96.6% | $4,528-96.6% |
| Admin fee / account holder | $462 | $319+45.0% | $5,614-91.8% | $348+32.9% |