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 9-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 | $20,832 | $124,319-83.2% | $111,297-81.3% | $167,490-87.6% |
| Participation rate | 44.4% | 79.6%-35.2pp | 77.3%-32.9pp | 82.1%-37.7pp |
| Annual return | 7.08% | 37.44%-30.4pp | 54.65%-47.6pp | 478.56%-471.5pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $199 | $5,180-96.2% | $4,487-95.6% | $6,341-96.9% |
| Admin fee / account holder | $736 | $10,618-93.1% | $7,964-90.8% | $12,309-94.0% |