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 | $3,853 | $73,102-94.7% | $123,544-96.9% | $56,287-93.2% |
| Participation rate | 63.9% | 74.3%-10.4pp | 82.3%-18.4pp | 69.9%-5.9pp |
| Annual return | -15.44% | 3.01%-18.4pp | 119.20%-134.6pp | -9.96%-5.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $977 | $5,423-82.0% | $6,426-84.8% | $3,350-70.8% |
| Admin fee / account holder | $344 | $554-37.9% | $9,284-96.3% | $521-34.0% |