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 | $3,963 | $42,894-90.8% | $60,874-93.5% | $68,494-94.2% |
| Participation rate | 37.2% | 66.8%-29.6pp | 73.1%-35.9pp | 67.9%-30.7pp |
| Annual return | -26.66% | -13.98%-12.7pp | 16.90%-43.6pp | -7.84%-18.8pp |
| Employer contribution / active EE | $394 | $1,978-80.1% | $2,701-85.4% | $2,596-84.8% |
| Participant deferral / active EE | $568 | $2,867-80.2% | $3,817-85.1% | $4,027-85.9% |
| Admin fee / account holder | $430 | $3,101-86.1% | $3,224-86.7% | $5,403-92.0% |