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 | $19,671 | $69,763-71.8% | $67,502-70.9% | $74,495-73.6% |
| Participation rate | 22.5% | 71.4%-48.8pp | 72.9%-50.3pp | 67.2%-44.7pp |
| Annual return | 7.66% | -40.34%+48.0pp | 3512.12%-3504.5pp | 1364.94%-1357.3pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $993 | $3,636-72.7% | $4,000-75.2% | $4,346-77.1% |
| Admin fee / account holder | $855 | $896-4.6% | $3,998-78.6% | $1,942-56.0% |