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 6-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 | $13,439 | $138,044-90.3% | $125,339-89.3% | $134,475-90.0% |
| Participation rate | 61.5% | 84.5%-22.9pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -21.66% | 750.33%-772.0pp | 572.05%-593.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,389 | $5,243-73.5% | $4,814-71.2% | $4,740-70.7% |
| Participant deferral / active EE | $1,970 | $7,799-74.7% | $7,446-73.5% | $6,400-69.2% |
| Admin fee / account holder | $552 | $11,571-95.2% | $10,010-94.5% | $11,426-95.2% |