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 | $20,430 | $77,145-73.5% | $108,410-81.2% | $85,850-76.2% |
| Participation rate | 66.7% | 74.7%-8.0pp | 80.1%-13.5pp | 69.3%-2.6pp |
| Annual return | 10.84% | 44.54%-33.7pp | 905.27%-894.4pp | 318.53%-307.7pp |
| Employer contribution / active EE | $304 | $2,379-87.2% | $3,558-91.5% | $2,565-88.1% |
| Participant deferral / active EE | $614 | $5,566-89.0% | $6,563-90.6% | $3,952-84.5% |
| Admin fee / account holder | $623 | $5,172-88.0% | $7,295-91.5% | $6,260-90.0% |